Justin Wollman
Justin Wollman is a registered investment advisor at Amoretti Wollman Capital Management, based in San Francisco, CA, with 13 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 109 clients with $22M 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 | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.25% |
Fees may be negotiable at the firm's sole discretion.
Fee Estimator
Location
575 Market Street, 4th Floor, San Francisco, CA, 94105
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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 involved in several businesses, including DGC Global, Broadbrush, Rocket Group, SCGI Co., Amoretti Advisors, Intent Investment Partners LLC, and Intent Financial Services. These roles range from financial and management positions to tax advisory and holding personal investments; Intent Financial Services takes about a quarter of Justin's time.
Employment History
Current Registrations
Amoretti Wollman Capital Management
Previous Registrations
Invesco Advisers, INC.
Alliancebernstein L.P.
American Express Financial Advisors, INC.
State Registrations2 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.