Justin Bolmgren
Justin Bolmgren is a CFP-designated registered investment advisor at William Joseph Capital Management, INC., based in Chicago, IL, with 19 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,153 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WJCM's advisory service fees are negotiable and range from 0.60% to 1.35% annually, billed quarterly. The fee is based on the size of the account, the relationship, and the services provided. If you engage WJCM for wealth management services, financial planning services are included in the investment management fees. Additional hourly fees may be charged for more complex financial planning services with mutual agreement.
Location
10 South Riverside Plaza, Suite 875, Chicago, IL, 60606
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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 →Other Business ActivitiesSells Insurance
Justin is an advisor to a fintech software firm, owner of The Good River Holdings, LLC (business consulting), minority owner of Financial Freedom Fighter, LLC (AI planning), and part owner of Wealth Preservation Specialist, LLC (William Joseph Insurance). He dedicates minimal time to each of these activities.
Employment History
Current Registrations
William Joseph Capital Management, INC.
Previous Registrations
Origin Financial
Bolmgren Retireplan, INC.
Fmsi Advisers
Advance Capital 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.