JH
JH

Justin Hutt

22 Years of Experience
Grand Rapids, MI
1 DisclosureBrokerSells Insurance

Justin Hutt is a registered investment advisor at Commonwealth Financial Network, based in Grand Rapids, MI, with 22 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

Loading...

Location

4095 Embassy Drive SE, Suite B, Grand Rapids, MI, 49546

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2016
Settled
Other Business ActivitiesSells Insurance

Justin is an agent selling fixed insurance under CooperDavis Financial Group, LLC. He is also a co-owner of CooperDavis Financial Group, LLC, dedicating nearly all of his time to this entity to facilitate securities, advisory, and insurance business.

Employment History
Current Registrations
Commonwealth Financial Network
February 2017 - Present · 9 yrs 3 mos
Commonwealth Financial NetworkBroker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
AXA Advisors, LLC
March 2004 - March 2017 · 13 yrs
AXA Advisors, LLCBroker
June 2003 - March 2017 · 13 yrs 9 mos
State Registrations9 states
ALFLINMINCNVOHSCTN
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.