Justin Davis is a registered investment advisor at Wealth Managers, INC., based in Pasadena, CA, with 5 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Wealth Managers, Inc. charges an annual fee based on the value of your portfolio, ranging from 0.25% to 2.00%. The final fee is negotiable and will be outlined in your advisory agreement. Fees are deducted from your account quarterly. Wealth Managers, Inc. does not have discretion over client accounts.
Location
35 North Lake Ave Suite 710, Pasadena, CA, 91101
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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 licensed insurance agent with Wealth Managers, Inc., and also works as a real estate and mortgage broker. He is also the Chief Executive Officer of Cloud Creations, a full-time position.
Employment History
Current Registrations
Wealth Managers, INC.
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.