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Justin Spees

17 Years of Experience
Incline Village, NV
Sells Insurance

Justin Spees is a registered investment advisor at Just Advisors, based in Incline Village, NV, with 17 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 15 clients with $4.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$329K average
Assets Under Management
$4.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Incline Village, NV

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Justin holds a resident insurance producer license in Nevada and retired from Sierra Nevada University. He is also actively involved as the Director of Give The Dream Foundation, a non-profit charity, dedicating a few hours per week to volunteering and administrative tasks.

Employment History
Current Registrations
Just Advisors
November 2008 - Present · 17 yrs 6 mos
State Registrations1 state
NV
Advisor

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.

Exams
No exam information available for this advisor.