Justin Epstein
Justin Epstein is a registered investment advisor at Im Global Partner Fund Management LLC, based in El Segundo, CA, with 21 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 16 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
iM Global Partner Fund Management (iMGPFM) manages investments for mutual funds and ETFs. The fees paid to iMGPFM are described in the funds' prospectuses. iMGPFM receives management fees from each fund, payable monthly, based on a percentage of the fund's total net asset value. iMGPFM is responsible for paying sub-advisory fees to the investment managers.
Location
2301 Rosecrans Avenue, Suite 2150, El Segundo, CA, 90245
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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 Director of US Fixed Income Sales at IM Global Partner. This activity takes nearly full-time hours.
Employment History
Current Registrations
Im Global Partner Fund Management LLC
Im Global US Distributors LLC
Im Global US Distributors LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Mbsc Securities Corporation
Mbsc Securities CorporationBroker
Allianz Global Investors Distributors LLCBroker
UBS Services USA LLCBroker
State Registrations52 states
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