Justin Harrison is a CFA-designated registered investment advisor at Aegis Financial Corporation, based in Mclean, VA, 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 Investment Management. Their firm serves 28 clients with $380M 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 | 1.20% |
Standard fee is 1.20% per year for small cap deep value and precious metals mining equity accounts and 1.00% for strategic allocation accounts. Fees are negotiable. Different clients may have differing payment methods and levels of fees charged. The Adviser may offer temporary and/or partial fees waivers to select accounts, including waiving fees on cash and cash equivalents.
Fee Estimator
Location
6862 Elm Street, Suite 830, Mclean, VA, 22101
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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.
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Justin serves as the Chief Compliance Officer, Treasurer, and Secretary of the Aegis Value Fund, a registered mutual fund, since November 2018. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Aegis Financial Corporation
State Registrations2 states
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