Justin Bernier
Justin Bernier is a registered investment advisor at Integrated Advisors Network LLC, based in Fredricksburg, VA, with 13 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,433 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Advisors Network offers investment management services based on a percentage of your portfolio's value. The annual fee can be up to 2.95%, but the exact percentage depends on the specific investment options and the fee schedule of the advisor representative you work with. Fees are typically billed monthly or quarterly, either directly from your account or via invoice. There is a minimum portfolio value of $50,000 to use this service.
Location
1320 Central Park Blvd, Suite 200, Fredricksburg, VA, 22553
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Regulatory History (1)
Customer Dispute
June 2021Other Business Activities
Justin owns rental property, is a founding partner at All Source Investment Management (dedicating full-time hours), is CEO/CIO of NSG Index LLC (a few hours per week), and a partner at Sixth Domain Intelligence LLC. None of these activities involve selling insurance.
Employment History
Current Registrations
Integrated Advisors Network LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations3 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.