Justin Moyer is a registered investment advisor at Kwm Financial LLC, based in Porstmouth, NH, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 4 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 (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be waived or abated at the discretion of KWM.
Fee Estimator
Location
1 New Hampshire Ave, Suite 125, Porstmouth, NH, 03801
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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 a pilot for Southwest Airlines. This activity takes about 10-20% of his time during trading hours.
Employment History
Current Registrations
Kwm Financial LLC
State Registrations2 states
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