Justus Morgan is a CFP-designated registered investment advisor at Financial Justus, based in Racine, WI, with 22 years of industry experience. Justus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 70 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | Included |
| $10M+ | Included |
For accounts ranging from $5,000,000 to $10,000,000, Financial Justus LLC caps its fee at an annual fixed fee of $30,000. For accounts over $10,000,000 the Firm’s advisory fee is negotiable. This fee is in addition to a $5,000 annual financial planning fee.
Fee Estimator
Contact
Justus Morgan
Location
Racine, WI
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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 Activities
Justus remains licensed as an Investment Adviser Representative with Financial Service Group, Inc. He intends to maintain this license during the client transition to Financial Justus, LLC, after which he will discontinue the license.
Employment History
Current Registrations
Financial Justus
Previous Registrations
Financial Service Group INC
State Registrations1 state
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
Additional Information
Justus read his first book on investing at age 16 and has been fascinated by the field of personal finance ever since. Over 20 years later, he continues to devour information that can help him improve the quality of his clients’ lives.