Justin Thompson is a registered investment advisor at Stillwater Capital Advisors, LLC, based in Devon, PA, with 2 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 589 clients with $1.3B 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 | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are negotiable on assets over $10,000,000.
Fee Estimator
Location
80 W. Lancaster Ave. Suite 230, Devon, PA, 19333
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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 the Finance Chair and Board Member for Willistown Conservation Trust, dedicating a few hours per week to managing the endowment. He also serves as Treasurer and Board Member for Radnor Hunt, spending a few hours per week overseeing financial matters, and works for Thompsons Landscaping, Inc., dedicating minimal time to back office functions.
Employment History
Current Registrations
Stillwater Capital Advisors, LLC
State Registrations1 state
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