Justin Lizama
Justin Lizama is a registered investment advisor at Simple Financial, LLC, based in West Jordan, UT, 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 Alternative Investments, Annuities, Business Owners, Education Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Rates vary by portfolio type: Strategic Portfolios charge 2.0%, Tactical Portfolios charge 1.8%, Allocation & Defined Outcome Portfolios charge 1.7%, and Preservation Portfolios charge 1.0%. Simple Financial's portion of the fee is negotiable.
Fee Estimator
Location
6671 S Redwood Road, Suite 200, West Jordan, UT, 84084
Get directionsHistory
Regulatory History (3)
Judgment / Lien
August 2022Financial
February 2019Financial
September 2018Other Business ActivitiesSells Insurance
Justin is a licensed insurance agent selling insurance and meeting with clients through Legacy Insurance & Financial Services/American Senior Benefits, dedicating full-time hours to this. He is also the CEO of Iridium Artist Inc., a holdings corporation, spending a few hours per week on general operations and accounting.
Employment History
Current Registrations
Simple Financial, LLC
Previous Registrations
Gradient Advisors, LLC
State Registrations4 states
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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