Justin Brown
Justin Brown is a CFP-designated registered investment advisor at Legacy Financial Advisors, INC., based in Covington, KY, with 19 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. Their firm serves 1,065 clients with $1.5B 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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10M. POPS strategies have a flat fee of up to 1.50% per annum.
Fee Estimator
Location
117 East Fourth Street, Covington, KY, 41011
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2013Other Business ActivitiesSells Insurance
Justin is a financial advisor at Legacy Financial Advisors, Inc., dedicating full-time hours to advising and reviewing clients on investments and planning. He also advises clients on insurance needs through appointments with multiple carriers, earning insurance commissions/sales, which takes about 10-20% of his time.
Employment History
Current Registrations
Legacy Financial Advisors, INC.
Previous Registrations
Triad Advisors LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
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.