Justin Bolmgren
Justin Bolmgren is a CFP-designated registered investment advisor at William Joseph Capital Management, INC., based in Milford, PA, 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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,879 clients with $690M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.35% |
Fees are negotiable based on account size, relationship, and services provided. Generally, fees range between 0.60% and 1.35% annually, billed quarterly.
Fee Estimator
Location
Milford, PA
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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.
Exams
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