Justin Rocheleau is a registered investment advisor at Pollux Wealth Management, based in Wichita, KS, with 3 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37 clients with $55M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fee Estimator
Location
Wichita, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin owns JR Mortgage Group, Vici Funding LLC, and Rock Financial Company, all since 2020-2022. He dedicates a few hours per week to general operations for each company.
Employment History
Current Registrations
Pollux Wealth Management
Previous Registrations
Cetera Advisor Networks LLCBroker
State Registrations2 states
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