Justin Dillon is a registered investment advisor at J W Korth & Company, based in Lansing, MI, with 17 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 12 clients with $230M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees for assets over $2,000,000 are negotiable. The minimum annual fee is $7,500. For accounts falling below $500,000, the fee is $7,500 or 1.50%, whichever is lower.
Fee Estimator
Location
6500 Centurion Drive, Suite 250, Lansing, MI, 48917
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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 →Employment History
Current Registrations
J W Korth & Company
J.W. Korth & CompanyBroker
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.
Exams
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