Justin Mundt
Justin Mundt is a registered investment advisor at Gibbs Wealth Management, LLC, based in Saint Charles, MN, with 16 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. Their firm serves 4,407 clients with $640M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable based on certain criteria, including accounts within the same household may be combined for a reduced fee, historical relationship, types of assets, anticipated future earning capacity, anticipated future additional assets, related accounts, and the clients expected level of management.
Fee Estimator
Location
1249 Whitewater Ave, Saint Charles, MN, 55972
Get directionsHistory
Regulatory History (2)
Civil
July 2024Customer Dispute
May 2024Other Business ActivitiesSells Insurance
Justin owns Mundt & Associates Inc., a DBA for insurance sales and financial advisory services, dedicating nearly full-time hours to it. He also works as a consultant for CPA's, is a partner at True Capital Partners LLC, and works for TRANSC3ND, spending a few hours per week on each.
Employment History
Current Registrations
Gibbs Wealth Management, LLC
Previous Registrations
Transce3nd LLC
Realta Investment Advisors, INC
Coppell Advisory Solutions LLC
Onyx Bridge Wealth Group LLC
Fbl Wealth Management, LLC
Fbl Investment Management Services, INC.
Fbl Marketing Services, LLCBroker
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.