Justine Coleman is a registered investment advisor at Pento Portfolio Strategies, LLC, based in Naples, FL, with 12 years of industry experience. Justine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Tax Planning. Their firm serves 874 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. For accounts that are not in the actively managed IDEC Model, PPS charges a reduced fee of 0.5%.
Fee Estimator
Location
999 Vanderbilt Beach Rd, Suite 200, Naples, FL, 34108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pento Portfolio Strategies, LLC
State Registrations5 states
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