Justin Gunn is a registered investment advisor at Virtuevian Ventures, based in Houston, TX, with 2 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, Investment Management, Retirement Planning. Their firm serves 15 clients with $1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Virtuevian Ventures charges an annual wealth management fee ranging from 1.50% to 3.00% based on the complexity of services, level of assets managed, and the overall relationship. Fees are paid daily or monthly. Wealth management fees may be negotiable at the sole discretion of Virtuevian. Please note that wealth management fees of up to 3.00% are in excess of the industry norm and that similar advisory services can be obtained elsewhere for a lower fee rate.
Location
Houston, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin owns Gunn Holdings & Investments LLC since 2020 and Gunn Capital Management since 2022. He spends about 10-20% of his time on these non-investment related activities, receiving commissions.
Employment History
Current Registrations
Virtuevian Ventures
State Registrations1 state
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