Justin Ladden is a registered investment advisor at Navigate 401k, LLC, based in Birmingham, AL, with 12 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, Retirement Planning. Their firm serves 80 clients with $320M 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 - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fee Estimator
Location
2850 19th Street South, Suite 350, Birmingham, AL, 35209
Get directionsHistory
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 since 2007, offering traditional life insurance, fixed annuity, and income annuity products, dedicating minimal time to this. He is also a managing partner at Navigate 401k, LLC, providing investment advisory services, which takes nearly full-time hours.
Employment History
Current Registrations
Navigate 401k, LLC
Previous Registrations
Kreativ Retirement Plan Solutions
Berk Cleveland Rathmell Wealth Strategies, LLC
MML Investors Services, LLC
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.