Justin Ellison is a registered investment advisor at Demand Wealth, based in Oakton, VA, with 23 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 68 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Demand Wealth charges a fee for managing your investments that varies from 0.25% to 2.5% per year, depending on the amount you invest, the complexity of the services, and the level of administration. The fee is calculated based on the value of your investments and is billed monthly in advance. The first month of advisory services is complimentary. You can end the agreement with 30 days' notice, but no refund is given for the last month of service.
Location
Oakton, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Justin is the Chief Compliance Officer/Chief Operating Officer of Demand Wealth, a registered investment advisor, since 2019. He is also involved with the Youth Interest Foundation, a non-profit association.
Employment History
Current Registrations
Demand Wealth
Previous Registrations
Spire Securities, LLCBroker
Spire Wealth Management, LLC
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw 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.