George Guerrero is a registered investment advisor at Just Futures, based in San Francisco, CA, with 9 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 172 clients with $47M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Just Futures charges a percentage of your portfolio for investment management. The maximum rate is 1.50% annually, but individual, non-profit, or charitable organization clients may be charged a reduced rate depending on the type and complexity of the investment solutions provided. For IRA clients using Betterment, the fee is up to 0.30% of assets managed through the Betterment platform.
Location
95 Third Street, 2nd Floor, San Francisco, CA, 94103
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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.
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George is the CEO of Just Futures, PBC, assisting non-profits with retirement planning. This takes about 10-20% of his time and involves business management and strategic direction.
Employment History
Current Registrations
Just Futures
Previous Registrations
True Link Financial Advisors
True Link Financial Advisors
State Registrations15 states
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.