Justin Deutsch
Justin Deutsch is a registered investment advisor at Weybosset Research & Management, LLC, based in Providence, RI, with 10 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 224 clients with $340M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts above $5,000,000. Qualified clients may request a performance fee arrangement. Fixed fees are charged at an annual rate between $500 and $10,000 depending on account size.
Fee Estimator
Location
50 South Main Street, Suite 205, Providence, RI, 02903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Weybosset Research & Management, LLC
State Registrations3 states
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