Robert Just
Robert Just is a CFP-designated registered investment advisor at Main Street Wealth Management, LLC, based in Baldwinsville, NY, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 26 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.5M | 0.75% |
| $3.5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Baldwinsville, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Main Street Wealth Management, LLC
Previous Registrations
Wolfson Wealth Management, LLC
State Registrations1 state
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