Justin Parisi
Justin Parisi is a registered investment advisor at Strategic Advisers LLC, based in Columbus, OH, 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
1324 Polaris Pkwy, Polaris Fashion Place, Columbus, OH, 43240-2038
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2018Other Business Activities
Justin is a sole proprietor of Parisi Development LLC, passively managing it, and is also involved with several non-profit organizations including Rotary Westerville, Seeds of Caring, and Big Brothers Big Sisters of Central Ohio. These activities take a few hours per week.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Mutual of Omaha Investor Services, INC.Broker
Nationwide Investment Services CorporationBroker
State Registrations30 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.