JC
JC

Justin Campagna

3 Years of Experience
Atlanta, GA
2 DisclosuresSells Insurance

Justin Campagna is a registered investment advisor at Emergent Financial Group, LLC, based in Atlanta, GA, with 3 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1M+1.50%

Fees are negotiable based on the complexity of the client's situation, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3355 Lenox Rd Ne, Ste 750, Atlanta, GA, 30326

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History

Regulatory History (2)
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Financial
August 2020
Final
Financial
June 2019
Final
Other Business ActivitiesSells Insurance

Justin is an independent insurance agent providing insurance services through Emergent Financial Group. He also provides pension and benefit consulting services, spending about half his time on these activities.

Employment History
Current Registrations
Emergent Financial Group, LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Emergent Financial Group, LLC
April 2022 - December 2022 · 8 mos
State Registrations1 state
GA
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.