Justin Sinnott
Justin Sinnott is a CFP, ChFC-designated registered investment advisor at Charles Schwab & CO., INC., based in Bellevue, WA, with 24 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
11100 NE 8th St., Suite 250, Bellevue, WA, 98004-4465
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2022Other Business Activities
Justin is a joint owner of rental properties in Bellingham and Snoqualmie, Washington since 2006 and 2014, respectively. He also jointly owns a condo rental property in Snoqualmie since 2020; each activity requires about 10-20% of his time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations27 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.