Justin Saffel is a registered investment advisor at Creativevest INC, based in Charlotte, NC, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 17 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is not negotiable.
Fee Estimator
Location
Charlotte, NC
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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.
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Justin works as a Development Engineer for Energy Systems Group, dedicating about half his time. He is also the President of CreativeVest Inc, providing online personal finance education, which takes about 10-20% of his time.
Employment History
Current Registrations
Creativevest INC
State Registrations4 states
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