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Justin Satinover

22 Years of Experience
Los Angeles, CA
Broker

Justin Satinover is a registered investment advisor at Wells Fargo Advisors, based in Los Angeles, CA, with 22 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
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Location

11601 Wilshire Blvd Fl 17, [Ln-Rbo], Los Angeles, CA, 90025

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Justin has a 5% ownership in Dental Specialist Agency LLC, providing placement services for dental specialists, and owns 100% of a rental property. He also has 100% ownership with his spouse in Go Bare Fitness, where he provides fitness instruction, dedicating minimal time to each of these ventures.

Employment History
Current Registrations
Wells Fargo Advisors
November 2018 - Present · 7 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
Wells Fargo Securities, LLCBroker
August 2018 - September 2018 · 1 mo
Wells Fargo Securities, LLCBroker
October 2010 - August 2018 · 7 yrs 10 mos
Wells Fargo Advisors, LLC
January 2008 - October 2010 · 2 yrs 9 mos
Wells Fargo Advisors, LLCBroker
January 2008 - October 2010 · 2 yrs 9 mos
A. G. Edwards & Sons, INC.
August 2005 - January 2008 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
September 2004 - January 2008 · 3 yrs 4 mos
Ftn Midwest Research Securities CORPBroker
February 2003 - July 2004 · 1 yr 5 mos
State Registrations31 states
AZCACOCTFLGAHIIAILMAMDMIMNMONCNJNMNVNYOHOKORRISDTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.