Justin Barham
Justin Barham is a registered investment advisor at Og Advisory Group, LLC, based in Roanoke, VA, with 29 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 72 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 $100K | 1.65% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Fees are negotiable. Sub-advisor fees are additional (e.g., Zega Investments charges 0.30%-0.50%).
Fee Estimator
Location
103 Kirk Avenue Se, Roanoke, VA, 24011
Get directionsHistory
Regulatory History (2)
Judgment / Lien
January 2023Judgment / Lien
September 2022Other Business ActivitiesSells Insurance
Justin is an independent insurance agent offering life insurance and annuities, dedicating nearly full-time hours to this activity. He also uses The OGA Group as a DBA for insurance and personal branding, spending nearly full-time hours on this as well.
Employment History
Current Registrations
Og Advisory Group, LLC
Previous Registrations
Coastal Wealth Advisory Services, LLC
Triumph Wealth Advisors, INC.
World Equity Group, INC.Broker
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
Creative Financial Designs, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
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.