JS
CFP
JS
CFP

Justin Struble

14 Years of Experience
Apex, NC
Sells Insurance

Justin Struble is a CFP-designated registered investment advisor at Bsg Advisers, based in Apex, NC, with 14 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 272 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
272 clients
Average Client Portfolio
$495K average
Assets Under Management
$134.8M

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$50
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1M+1.25%

The minimum asset-based fee is 0.35% per annum or $50, whichever is greater.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

56 Hunter Street, Suite 230, Apex, NC, 27502

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Justin is the CEO of TNT Carpet Cleaning, LLC, a general partner in Ocean Treasures Topsail, LLC (vacation rentals), and a general partner in JC FLP (family partnership involved in real estate and other investments). He also owns Wealth CAPS, Inc. where he sells life, disability, long-term care, and related insurance products, dedicating a few hours per week during trading hours and a few hours per week outside of trading hours.

Employment History
Current Registrations
Bsg Advisers
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Ae Wealth Management, LLC
August 2016 - July 2018 · 1 yr 11 mos
Global Financial Private Capital, LLC
March 2012 - August 2016 · 4 yrs 5 mos
On Investment Management CO
March 2012 - April 2012 · 1 mo
Waddell & Reed, INC.
January 2010 - September 2010 · 8 mos
State Registrations9 states
ALCAFLMDMSNCNYTXVA
Advisor

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.

Exams
No exam information available for this advisor.
Justin Struble - Financial Advisor | TrueAdvisor