Justin Pike
Justin Pike is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Hillsboro, OR, with 17 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,838,984 clients with $1800B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Managed Account Advisors and Merrill Lynch charge an asset-based fee called the Account Fee, which consists of two parts:
- Investment Management and Trust Fee — Paid to Bank of America for its services, with rates set in your client agreement and subject to negotiation based on your portfolio value and account size.
- Style Manager Expense — Paid to the specific manager of your chosen strategy, generally ranging from 0.00% to 0.50% per year, and does not change based on portfolio size.
Total fees vary depending on the specific strategies and account size, and are deducted directly from your account on a regular basis.
Location
7350 NE Cornell Rd, Hillsboro, OR, 97124
Get directionsHistory
Regulatory History (1)
Regulatory
September 2015Other Business Activities
Justin serves as a Precinct Committee Officer (PCO) for the Washington County Republican Party, starting in March 2024. This role involves minimal time commitment and is not investment-related.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations53 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
More Advisors
- Krystal Lee, CFPRaymond James Financial Services Advisors, INC
- Kimberlee Bouska, CFPRaymond James Financial Services Advisors, INC
- Christopher Pawlowski, CFPWellspring Advisors, INC.
- Sammie Guajardo, CFPFacet
- Werner James, CFP, ChFCEdward Jones
- David Walters, CFPPalisades Hudson Asset Management, L.P.