Justin Hewins is a CFP-designated registered investment advisor at Cora Capital Advisors, based in Marlton, NJ, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 668 clients with $590M 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 $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor. For Clients with less than $100,000 in assets under management, there is a minimum fee of $1000 per household subject to the Advisor’s Discretion.
Fee Estimator
Location
4 Eves Drive, Suite B100, Marlton, NJ, 08053
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 in several business activities. He sells fixed insurance products through Cora Capital Advisors, LLC and fixed insurance and group benefits through Cora Capital Assurance, LLC, dedicating nearly full-time and about a quarter of his time respectively. Justin also has an ownership stake in Cora Capital Advisors Marlton, NJ and works as a registered representative with American Portfolios Financial Services, Inc., spending a few hours per week on this.
Employment History
Current Registrations
Cora Capital Advisors
Previous Registrations
Osaic Wealth, INC.Broker
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.