Justin Dagostino
Justin Dagostino is a CFP-designated registered investment advisor at Vertex Partners, based in Downers Grove, IL, with 9 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 819 clients with $830M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vertex Partners offers investment management services for an annual fee based on the value of your portfolio. The fee ranges from 0.30% to 2.00% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance.
Location
3000 Woodcreek Drive, Suite 100, Downers Grove, IL, 60515
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 operates his LPL business under the DBA Vertex Planning Partners and provides investment advisory services through Vertex Partners, an independent RIA. He also works as an agent for non-variable insurance, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Vertex Partners
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
Highpoint Planning Partners
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
Executive Wealth Management, LLC
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations9 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.