Bobby Junkin is a CFP, ChFC-designated registered investment advisor at Junkin & Company, INC., based in Toney, AL, with 19 years of industry experience. Bobby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 34 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.99% |
| $500K - $1.0M | 0.85% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
These fees are for assets directed to Matson Money. Matson Money is compensated for its investment advice from the advisory fee embedded in the family of no-load mutual funds it advises.
Fee Estimator
Location
Toney, AL
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
Bobby is a licensed insurance agent and offers clients advice on insurance products. He spends minimal time on this activity, but clients should be aware of potential conflicts of interest.
Employment History
Current Registrations
Junkin & Company, INC.
Previous Registrations
Gradient Advisors, LLC
Investment Advisors
On Investment Management CO
Metlife Securities INC.
State Registrations3 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.