Justin Burgess
Justin Burgess is a registered investment advisor at Copley Investment Management, LLC, based in Wilmington, NC, with 11 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 507 clients with $250M 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 | 2.00% |
Fees may be negotiable and fixed fees are available.
Fee Estimator
Location
Wilmington, NC
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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 Activities
Justin is an investment advisor representative for Copley Investment Management. This activity is investment-related.
Employment History
Current Registrations
Copley Investment Management, LLC
Previous Registrations
Cetera Advisors LLC
Infinex Investments, INC.
State Registrations1 state
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.