JH
CFP · ChFC
JH
CFP · ChFC

Justin Hulett

25 Years of Experience
Troy, MI
Broker

Justin Hulett is a CFP, ChFC-designated registered investment advisor at LPL Financial LLC, based in Troy, MI, with 25 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28129 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

70 W Long Lake Road, Suite 114, Troy, MI, 48098

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Justin operates V & E Wealth Management as a DBA for his LPL business, dedicating full-time hours. He also owns a short-term rental property through Grand Slam Getaways, LLC, spending a few hours per week on it.

Employment History
Current Registrations
LPL Financial LLCBroker
April 2011 - Present · 15 yrs 6 mos
LPL Financial LLC
April 2011 - Present · 15 yrs 6 mos
Previous Registrations
Hantz Financial Services, INC.
February 2011 - April 2011 · 2 mos
Hantz Financial Services, INC.Broker
June 2001 - April 2011 · 9 yrs 10 mos
State Registrations10 states
AZCAFLILMIMONJTXWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
More Advisors