Justin Rees
Justin Rees is a CFP-designated registered investment advisor at Cambria Wealth Management, based in Sarasota, FL, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 107 clients with $110M 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 | 1.50% |
Management fees range up to 1.50% depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated.
Fee Estimator
Location
240 S. Pineapple Ave., Suite 204, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2015Other Business ActivitiesSells Insurance
Justin is an agent for Avantax Insurance Agency, LLC, potentially selling various annuity and variable insurance products. He also manages Cambria Wealth Management for marketing and branding, dedicating full-time hours to providing financial planning and portfolio analysis services through Avantax, and owns Rees Wealth Management, LLC for administrative purposes, requiring minimal time.
Employment History
Current Registrations
Cambria Wealth Management
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
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.