JP
CFP · ChFC
JP
CFP · ChFC

Justin Pietrasz

12 Years of Experience
Beachwood, OH
Broker

Justin Pietrasz is a CFP, ChFC-designated registered investment advisor at Oneseven, based in Beachwood, OH, with 12 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 16,335 clients with $7.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
16,335 clients
Average Client Portfolio
$472K average
Assets Under Management
$7.7B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual investment advisory fees range from 0.05% to 2.00% based on the size and complexity of the relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Oneseven
May 2022 - Present · 4 yrs 5 mos
Mgo Securities CORP.Broker
January 2014 - Present · 12 yrs 9 mos
State Registrations1 state
OH
AdvisorBrokerBoth

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.
More Advisors
Justin Pietrasz - Financial Advisor | TrueAdvisor