Justin Munger
Justin Munger is a registered investment advisor at Vip Financial Associates, based in Woodbury, MN, with 16 years of industry experience. Justin 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, Investment Management, and 2 more. Their firm serves 142 clients with $60M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Premier Capital Management's fees for managing your investments are based on the value of your portfolio. The annual fee ranges are:
- Less than $1,000,000: 1.00% to 1.50%
- $1,000,000 to $2,000,000: 0.90% to 1.40%
- $2,000,000 to $3,000,000: 0.80% to 1.30%
- $3,000,000 to $5,000,000: 0.70% to 1.20%
- Above $5,000,000: 0.60% to 1.10%
These fees are charged monthly, based on the average daily account balance. Financial planning is included at no additional cost to portfolio management clients. Sub-advisor fees are also charged.
Location
6053 Hudson Rd., Suite 201, Woodbury, MN, 55125
Get directionsHistory
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
Justin is an independent life and health insurance agent in Minnesota and Wisconsin since 2002, spending minimal time on it. He also owns Premier Pet Services, LLC, a pet sitting and cleanup service, dedicating minimal time to it as well.
Employment History
Current Registrations
Vip Financial Associates
Previous Registrations
Sawtooth Solutions, LLC
Sawtooth Asset Management, INC.
Sawtooth Asset Management, INC.
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.