Joe Justus
Joe Justus is a registered investment advisor at Retirepath Wealth, LLC, based in Little Rock, AR, with 21 years of industry experience. Joe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 199 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RetirePath Wealth offers direct asset management services with an annual fee up to 1.25%, which is negotiable. They also partner with Gradient Investments (GI) to provide investment management through various portfolios. The fees for GI's services are:
- Strategic Portfolios: 2.00% annually (1.00% to GI, 1.00% to RetirePath Wealth)
- Tactical Portfolios: 1.80% annually (0.80% to GI, 1.00% to RetirePath Wealth) plus internal ETF fees of 0.20%
- Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to GI, 1.00% to RetirePath Wealth)
- Preservation Portfolios: 1.00% annually (0.40% to GI, 0.60% to RetirePath Wealth)
- Client Directed Accounts: Flat fee of $300 annually to GI.
These fees are assessed quarterly and are negotiable. There is also a $15 quarterly service fee for performance and other reporting.
Location
11300 N Rodney Parham Rd., Suite 120, Little Rock, AR, 72212
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joe is an insurance agent and principal at Joe Justus Insurance Agency LLC, spending nearly full-time on this activity. He also operates a farm as a sole proprietor, dedicating minimal time to it.
Employment History
Current Registrations
Retirepath Wealth, LLC
Previous Registrations
Trutoro
TrutoroBroker
St. Bernard Financial Services, INC.Broker
Allstate Financial Services, LLCBroker
State Registrations1 state
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.