Callie Just is a registered investment advisor at LPL Financial LLC, based in Naperville, IL, with 9 years of industry experience. Callie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1807 W Diehl Rd #105M, Naperville, IL, 60563-1890
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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
Callie is a business owner of Just Chic LLC, an event design and planning company, dedicating a few hours per week. She also spends full-time working for HighPoint Planning Partners, LLC and HighPoint Advisor Group, providing administrative support to the latter, an independent investment advisor firm.
Employment History
Current Registrations
LPL Financial LLC
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
Foreside Financial Services, LLCBroker
Jackson National Life Distributors LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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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