Justin Whelan is a CFP, ChFC-designated registered investment advisor at Corient, based in St. Petersburg, FL, with 36 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.
Fee Estimator
Location
100 Second Ave S Suite 701, St. Petersburg, FL, 33701
Get directionsHistory
Regulatory History (1)
Criminal
April 1982Other Business Activities
Justin is the managing member of Sunrise Capital Management LLC, an investment-related business that manages private funds, since 2015. He dedicates minimal time to this business, focusing on due diligence, distributions, member valuations, audits, and tax filings.
Employment History
Current Registrations
Corient
Previous Registrations
Vivaldi Capital Management LP
Alliance Affiliated Equities CorporationBroker
Biechele Royce Advisors, INC.
B&r Investment Services, INC.Broker
Hasten Financial Services, INC.Broker
Capital Select Investments CORP.Broker
W. S. Griffith & CO., INC.Broker
Home Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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