Justin Pollock is a registered investment advisor at Capitalwize, LLC, based in Atlanta, GA, 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, Retirement Planning. Their firm serves 45 clients with $1.4M 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 $250K | 0.99% |
| $250K - $1000K | 0.75% |
| $1000K+ | 0.75% |
Fees include the Betterment for Advisors platform fee of 0.20%. The annual fee may be negotiable for accounts over $1,000,000.
Fee Estimator
Location
1100 Peachtree St. Ne, Ste. 200, Atlanta, GA, 30309
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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 →Employment History
Current Registrations
Capitalwize, LLC
Previous Registrations
Pacific Select Distributors, LLCBroker
First Command Advisory Services
First Command Brokerage Services, INC.Broker
Edward Jones
Edward JonesBroker
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
TD Ameritrade, INC.Broker
State Registrations2 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.