Justin Terzo is a registered investment advisor at Lake Street, based in Chicago, IL, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 512 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lake Street charges up to 2% annually for managing your investments. The specific rate is based on the value of your portfolio and is agreed upon in your advisory agreement. Fees are charged monthly, in advance. Lake Street may negotiate a lower fee based on factors like the amount you invest or if you're a long-term client.
Location
128 N. May Street, Floor 2, Chicago, IL, 60607
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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 ActivitiesSells Insurance
Justin is a licensed insurance agent in Illinois and may offer and sell insurance products for a commission, dedicating a few hours per week. He is also a registered representative of FSIC and may recommend brokerage trades and receive commissions, also dedicating a few hours per week.
Employment History
Current Registrations
Lake Street
Previous Registrations
United Advisors Services, LLC
FsicBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith 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.