Justin Mccormack
Justin Mccormack is a registered investment advisor at First Choice Financial Services LLC, based in Oak Brook, IL, 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, Insurance Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees vary by investment strategy, ranging from 1.00% to 1.95% annually. Client Directed Accounts charge a flat $300 annual fee. All fees are negotiable and assessed quarterly in arrears, plus a $15 quarterly service fee per account.
Fee Estimator
Location
1301 West 22nd Street, Suite 805, Oak Brook, IL, 60523
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 works as an executive assistant at First Choice Insurance Agency, dedicating full-time hours to administrative, clerical, customer service, and scheduling tasks. Additionally, Justin is an independent insurance agent, spending a few hours per week in this role.
Employment History
Current Registrations
First Choice Financial Services LLC
State Registrations2 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.
Exams
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