Justin Gervais
Justin Gervais is a CFP-designated registered investment advisor at Advisornet Wealth Partners, based in Bayport, MN, with 15 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,712 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdvisorNet Wealth Partners' investment management fee is negotiable, not exceeding 2.50% annually, for both wrap and non-wrap fee arrangements. The wrap fee includes trade execution, custody, reporting, and investment management fees. The non-wrap fee does not include these additional costs. Fees may be lower or waived based on various criteria. Cash is considered an asset class and included in fee calculations.
Location
342 Fifth Avenue North, Suite 100, Bayport, MN, 55003
Get directionsHistory
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 sells fixed insurance products as an insurance agent, dedicating minimal time to this activity. He also works as a financial advisor/IAR for AdvisorNet Financial and owns Stonebridge Wealth Partners, spending about a quarter of his time at AdvisorNet and full-time at Stonebridge. Justin also works as property maintenance staff for GHS Development LLC, spending about 10-20% of his time there.
Employment History
Current Registrations
Advisornet Wealth Partners
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
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.