Justin Weaver is a CFA-designated registered investment advisor at Wasatch Advisors LP, based in Salt Lake City, UT, with 6 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 239 clients with $23B 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 $50.0M | 1.00% |
| $50.0M - $100.0M | 0.90% |
| $100M+ | 0.85% |
Schedule shown is for Domestic Small Cap. Other strategies have different fee schedules ranging from 0.55% to 1.35%. Fees are negotiable for larger accounts.
Fee Estimator
Location
505 Wakara Way, 3rd Floor, Salt Lake City, UT, 84108
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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
Wasatch Advisors LP
Previous Registrations
Alps Distributors, INC.Broker
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.
Exams
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