Justin Clark
Justin Clark is a CFP-designated registered investment advisor at Tiller Private Wealth, INC., based in Bethlehem, PA, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 348 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
The maximum annual investment management fee is 1.15%. A minimum of $1 million of assets under management is required for this service, though this may be negotiable.
Fee Estimator
Location
1412 Walter Street, Bethlehem, PA, 18015
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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 ActivitiesSells Insurance
Justin is a Senior Wealth Manager with National Life Group, providing review, advice, and planning for clients, including providing quotes for life, health, and insurance sales. This activity requires minimal time.
Employment History
Current Registrations
Tiller Private Wealth, INC.
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
PNC InvestmentsBroker
Santander Securities LLCBroker
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
State Registrations2 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.