Justin Connolly is a registered investment advisor at Ducharme Wealth Advisors, LLC, based in Sewickley, PA, with 7 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 45 clients with $12M 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 | 0.90% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
Minimum annual fee of $1,500. Maximum annual fee of $40,750. Fees for held-away accounts are 0.60% on all assets.
Fee Estimator
Location
Sewickley, PA
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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
Ducharme Wealth Advisors, LLC
Previous Registrations
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.