Justin Carlton
Justin Carlton is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Jenks, OK, with 6 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.
Fee Estimator
Location
500 Riverwalk Ter, Ste 160, Jenks, OK, 74037
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2020Other Business ActivitiesSells Insurance
Justin is a director and vice president of Swerve Foundation, a non-profit providing bicycles to children, and the owner/agent of Justin Carlton's Insurance Agency (State Farm). He also instructs an online course for the University of Oklahoma and owns Legacy Rising, an executive coaching business for new leaders, taking about half of Justin's time.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
Previous Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
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.