Justin Pollack
Justin Pollack is a registered investment advisor at Channel Wealth, LLC, based in Santa Barbara, CA, with 28 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,019 clients with $850M 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 | 2.00% |
Annual management fee ranges up to 2.0% annually, charged quarterly in advance based on average daily balance. Fees may be structured as a flat percentage, tiered schedule, or linear schedule depending on the signed agreement.
Fee Estimator
Location
3760 State Street, Suite 201, Santa Barbara, CA, 93105
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2001Other Business ActivitiesSells Insurance
Justin is an insurance agent since 1998, providing insurance services and dedicating a few hours per week. He also serves on the audit committee for The Paul and Patricia Bragg Foundation and participated in a Cox Communications commercial.
Employment History
Current Registrations
Channel Wealth, LLC
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Wedbush Securities INC.Broker
Wedbush Securities INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 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.
Exams
More Advisors
- Maxwell PhillipsChannel Wealth, LLC
- Justin Anderson, CFPChannel Wealth, LLC
- Brett WeichbrodChannel Wealth, LLC
- Kyle Lantow, CFPCerity Partners LLC
- Aaron Ritter, CFPAbundant Wealth Partners, LLC
- Peter Madlem, CFAAvalan, LLC