Justin Reede is a CFP-designated registered investment advisor at Integrity Road Wealth Partners LLC, based in Houston, TX, with 8 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 66 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Wealth management clients automatically receive financial planning as part of the offering at no additional cost. The minimum relationship size for new clients is $1 million, and the minimum fee is $7,500 for new clients.
Fee Estimator
Contact
Justin Reede
Location
820 Gessner Road, Ste 300, Houston, TX, 77024
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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 the Managing Partner of Galatians Two Twenty Ventures LLC and owns Integrity Road Wealth Partners LLC. He also volunteers on the board for Kingdom Advisors Emerging Champions, a Christian financial industry non-profit, dedicating minimal time to each activity.
Employment History
Current Registrations
Integrity Road Wealth Partners LLC
Previous Registrations
The Mather Group, LLC
Semita Asset Management
State Registrations2 states
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