Justin Lester is a CFP-designated registered investment advisor at Allied Investments, based in Johnson City, TN, 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 Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 110 clients with $92M 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 | 0.95% |
| $1M+ | 0.75% |
Fees are negotiable at the sole discretion of the advisor.
Fee Estimator
Location
532 Princeton Road, Johnson City, TN, 37601
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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 Activities
Justin provides trustee and executor services, managing assets within trusts or estates since 2023. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Allied Investments
Previous Registrations
Aldebaran Financial INC
State Registrations3 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.
Exams
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