Justin Young
Justin Young is a CFP-designated registered investment advisor at Weisberg Capital Management, based in Palm Desert, CA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 66 clients with $16M 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 | 1.90% |
Fees are negotiable.
Fee Estimator
Location
Palm Desert, CA
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 a licensed insurance agent and also works as an agriculture operations assistant with WM D Young & Sons, Inc. Justin Dale Young is CFO for Financial Wellness For All, but these activities are not investment-related.
Employment History
Current Registrations
Weisberg Capital Management
Previous Registrations
Alpha Wealth Management, LLC
Waddell & Reed
Waddell & ReedBroker
Horter Investment Management, 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.