JM
JM

Justin Marcantel

5 Years of Experience
Lafayette, LA

Justin Marcantel is a registered investment advisor at Marcantel Wealth Management, based in Lafayette, LA, with 5 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 128 clients with $11M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
128 clients
Average Client Portfolio
$87K average
Assets Under Management
$11.2M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$80
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Lafayette, LA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Marcantel Wealth Management
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Toce Financial Group
March 2021 - February 2022 · 11 mos
PFS Investments INC.Broker
May 2018 - August 2018 · 3 mos
State Registrations1 state
LA
Advisor

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.

Exams
No exam information available for this advisor.