Justin Anderson
Justin Anderson is a CFP-designated registered investment advisor at Channel Wealth, LLC, based in Santa Barbara, CA, 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 Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,796 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Channel Wealth's annual investment management fee, which includes financial planning, is based on the total value of assets in your account. The fee can be a fixed percentage, tiered, or linear. The annual fee ranges up to 2.0% and is assessed quarterly in advance, based on the daily average balance value. A minimum quarterly fee may apply.
Location
3760 State Street, Suite 201, Santa Barbara, CA, 93105
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Regulatory History (1)
Customer Dispute
June 2021Other Business ActivitiesSells Insurance
Justin is the Finance Chair/Treasurer for MOXI Museum, a non-profit children's museum, dedicating minimal time. He also works as an insurance agent servicing clients' insurance needs.
Employment History
Current Registrations
Channel Wealth, LLC
Previous Registrations
The Ameriflex Group
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Securities America, INC.Broker
Securities America Advisors, INC.
Brecek & Young Advisors, INC.
Brecek & Young Advisors, INC.Broker
State Registrations9 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.