Justin Goldstein
Justin Goldstein is a registered investment advisor at Wealthspire Retirement Advisory, based in Aliso Viejo, CA, 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 Investment Management, Retirement Planning. Their firm serves 6,585 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealthspire Retirement's investment management fees are based on a percentage of the assets in your plan or a flat fee, depending on the services you need. The exact fee is negotiable and depends on factors like the scope of services, complexity, duration, and the size of your plan. Asset-based fees will not exceed 1.60% of plan assets.
Location
120 Vantis, Suite 400, Aliso Viejo, CA, 92656
Get directionsHistory
Regulatory History (1)
Criminal
October 1999Employment History
Current Registrations
Wealthspire Retirement Advisory
Previous Registrations
Wealthspire Capital, LLCBroker
Baker Tilly Capital, LLCBroker
Wealthspire Advisors
Baker Tilly Capital, LLCBroker
Baker Tilly Investment Advisors
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations2 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.