JG
JG

Justin Griffin

14 Years of Experience
Worcester, MA

Justin Griffin is a registered investment advisor at New Harbor Financial Group, LLC, based in Worcester, MA, with 14 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,019 clients with $820M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
1,019 clients
Average Client Portfolio
$806K average
Assets Under Management
$820.9M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual portfolio management fees generally range from 0.85% to 2.00% depending on aggregate assets managed and individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

146 Main Street, Suite 302, Worcester, MA, 01608

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
New Harbor Financial Group, LLC
January 2012 - Present · 14 yrs 9 mos
State Registrations2 states
MATX
Advisor

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
No exam information available for this advisor.
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