JJ
JJ

Justin Joyce

2 Years of Experience
Houston, TX
BrokerSells Insurance

Justin Joyce is a registered investment advisor at Catalyst Wealth Management LLC, based in Houston, TX, with 2 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,549 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
25 advisors
Number of Clients
9,549 clients
Average Client Portfolio
$11K average
Assets Under Management
$105.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.04%

Fees are up to 2.04% annually and are generally negotiable. Clients also pay third-party platform fees ranging from 0.00% to 0.50% plus $0-$75 per year.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Houston, TX

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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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Other Business ActivitiesSells Insurance

Justin is a registered representative and a licensed insurance agent. He may offer clients advice or products from these activities, which creates a potential conflict of interest due to commissions.

Employment History
Current Registrations
Catalyst Wealth Management LLC
April 2024 - Present · 2 yrs 6 mos
Innovation Partners LLCBroker
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Gwn Securities INC.
October 2023 - April 2024 · 6 mos
Gwn Securities INC.Broker
October 2023 - April 2024 · 6 mos
State Registrations5 states
CAIAKYTXWA
AdvisorBrokerBoth

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.
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