Justin Wine
Justin Wine is a CFP-designated registered investment advisor at Emerson Equity LLC, based in West Palm Beach, FL, with 25 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, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M 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 $1.0M | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
West Palm Beach, FL
Get directionsHistory
Regulatory History (4)
Regulatory
May 2016Customer Dispute
May 2015Employment Separation After Allegations
August 2012Customer Dispute
August 2008Other Business Activities
Justin owns Aspen Watch Trading LLC, a watch collecting business, and spends time planning trips to buy and sell watches. He also owns Aspen Wealth Management, a registered investment advisor, and dedicates nearly full-time hours daily to managing investments for clients.
Employment History
Current Registrations
Emerson Equity LLCBroker
Emerson Equity LLC
Aspen Wealth Management, LLC
Previous Registrations
Bcg Securities, INC.
Bcg Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
UBS Painewebber INC.
UBS Painewebber INC.Broker
State Registrations6 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.