Justin Boggs is a CFP-designated registered investment advisor at Optima Capital LLC, based in Beaverton, OR, with 12 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, Investment Management. Their firm serves 614 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee will not exceed 1.50%. Fees may be negotiable or waived at Optima Capital's discretion.
Fee Estimator
Location
500 SW 116th Ave., Beaverton, OR, 97225
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
Justin is involved with Zahorik Financial & Insurance Services, Inc. in insurance sales since 2013. He also owns JB Financial, an LLC for tax purposes related to his insurance business, but spends no time on it.
Employment History
Current Registrations
Optima Capital LLC
Previous Registrations
Optima Capital LLC
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
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.