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 Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 613 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee is up to 2.0% for discretionary management and up to 1.5% for non-discretionary advisory services. Fees are negotiable based on factors such as anticipated future assets, account size, and complexity.
Fee Estimator
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.
Exams
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