JM
JM

Justin Mcbride

22 Years of Experience
Edwardsville, IL
Broker

Justin Mcbride is a registered investment advisor at Feltl Advisors, based in Edwardsville, IL, with 22 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 Investment Management. Their firm serves 397 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
397 clients
Average Client Portfolio
$417K average
Assets Under Management
$165.6M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any3.00%

Advisory fees are negotiable between you and Feltl Advisors, up to a maximum annual rate of 3%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

201 East Vandalia, Edwardsville, IL, 62025

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Feltl Advisors
December 2015 - Present · 10 yrs 10 mos
Feltl & CompanyBroker
December 2015 - Present · 10 yrs 10 mos
Previous Registrations
U.S. Bancorp Investments, INC.
June 2012 - December 2015 · 3 yrs 6 mos
U.S. Bancorp Investments, INC.Broker
June 2012 - December 2015 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2008 - June 2012 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2008 - June 2012 · 3 yrs 8 mos
Wachovia Securities, LLC
January 2008 - October 2008 · 9 mos
Wachovia Securities, LLCBroker
January 2008 - October 2008 · 9 mos
A. G. Edwards & Sons, INC.
December 2006 - January 2008 · 1 yr 1 mo
A. G. Edwards & Sons, INC.Broker
September 2006 - January 2008 · 1 yr 4 mos
Edward JonesBroker
March 2004 - September 2006 · 2 yrs 6 mos
State Registrations4 states
FLILMOWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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