JB
JB

Justin Biebel

4 Years of Experience
Sells Insurance

Justin Biebel is a registered investment advisor at Rm Investment Strategies, LLC, based in Grand Rapids, MI, with 4 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 64 clients with $26M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
64 clients
Average Client Portfolio
$400K average
Assets Under Management
$25.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.65%

The maximum annual fee is 1.65%. The fee is negotiable. A client may aggregate multiple accounts to negotiate a lower fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Grand Rapids, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Justin works as an investment adviser representative for RM Investment Strategies, LLC and Luminist Capital, LLC, dedicating about a quarter of his time and a few hours per week, respectively. He is also VP of Exchange Traded Products at 616 Advisors, taking nearly full-time hours, and a member of Advisory Advocates, LLC, dedicating minimal time. Justin is also a member of Illuminated Insurance Services, LLC, a partner in Half Mile Cottage, LLC (real estate), and a registered agent for Luminist Holdings, LLC, all with minimal time devoted.

Employment History
Current Registrations
Rm Investment Strategies, LLC
October 2022 - Present · 3 yrs 6 mos
Luminist Capital, LLC
November 2021 - Present · 4 yrs 5 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.