Justin Irving
Justin Irving is a CFP-designated registered investment advisor at Irving Advisory Group, LLC, based in San Marcos, CA, with 26 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 46 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 $500K | 0.99% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M+ | 0.70% |
Fees are negotiable. These fees are separate from the expense ratio (0.32% - 0.49% annually) associated with the BAM Retirement Solutions/Loring Ward or Matson Money mutual funds.
Fee Estimator
Location
100 E San Marcos Blvd., Suite 400, San Marcos, CA, 92069
Get directionsHistory
Regulatory History (1)
Regulatory
July 2000Other Business ActivitiesSells Insurance
Justin owns Irving Financial & Insurance Solutions, dedicating about 10-20% of his time to fixed insurance sales since 1997. He also owns Irving Tax & Financial since 2006, spending approximately 66 hours per month on tax preparation and light bookkeeping.
Employment History
Current Registrations
Irving Advisory Group, LLC
Previous Registrations
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Crown Capital Securities, L.P.Broker
Mutual Securities, INC.Broker
Metropolitan Investment Securities, INC.Broker
Interfirst Capital CorporationBroker
San Clemente Securities, 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.