Justin Widomski is a registered investment advisor at Private Client Services, LLC, based in Darien, CT, with 4 years of industry experience. Justin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.
Fee Estimator
Location
320 Boston Rd,, 1st Floor Suite 115, Darien, CT, 06820
Get directionsHistory
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 →Other Business Activities
Justin officiates soccer games in CT and MA, dedicating a few hours per week to this non-investment related activity. He also operates under the DBAs Twenty Four Wealth and Twenty Four Wealth / Registered Investment Advisor, spending full-time hours on these investment-related activities.
Employment History
Current Registrations
Twenty Four Wealth
Private Client Services, LLCBroker
Previous Registrations
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
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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