Justin Kunz is a registered investment advisor at Inflection Capital Management, LLC, based in San Anselmo, CA, with 20 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are tailored individually by client need, negotiated and agreed upon at the beginning of the relationship.
Fee Estimator
Location
San Anselmo, CA
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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
Justin is a board member for the Olympic Club Foundation, dedicating minimal time to various committees for grant recommendations. He also serves as a Senior Advisor for Graeagle Land and Water, assisting with governance planning for a family-run business, spending minimal time on this activity.
Employment History
Current Registrations
Inflection Capital Management, LLC
Previous Registrations
Blackrock Investments, LLCBroker
Blackrock Investment Management, LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Rfs PartnersBroker
State Registrations2 states
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