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Marika Weinstein

1 Year of Experience
Washington, DC

Marika Weinstein is a registered investment advisor at Just Futures, based in Washington, DC, with 1 years of industry experience. Marika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 172 clients with $47M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
172 clients
Average Client Portfolio
$272K average
Assets Under Management
$46.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Just Futures charges a percentage of your portfolio for investment management. The maximum rate is 1.50% annually, but individual, non-profit, or charitable organization clients may be charged a reduced rate depending on the type and complexity of the investment solutions provided. For IRA clients using Betterment, the fee is up to 0.30% of assets managed through the Betterment platform.

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Location

Washington, DC

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Just Futures
August 2024 - Present · 1 yr 9 mos
State Registrations1 state
DC
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.