Justin Hales
Justin Hales is a registered investment advisor at Greenrock Wealth Management, LLC, based in East Grand Rapids, MI, with 15 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 95 clients with $36M 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 $1.0M | 1.30% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fee Estimator
Location
2249 Wealthy St. Se, Suite 217, East Grand Rapids, MI, 49506
Get directionsHistory
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 involved with Greenrock Consulting, Greenrock Advisory (insurance sales as a licensed agent, spending a few hours per week), and Creation Co. Creation Co. is a holding company for Justin's other businesses.
Employment History
Current Registrations
Greenrock Wealth Management, LLC
Previous Registrations
LPL Financial LLC
State Registrations1 state
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