Justin Aulds
Justin Aulds is a registered investment advisor at Assuredpartners Investment Advisors, based in Eagle, ID, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,159 clients with $3.9B 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 | 2.50% |
Annual advisory fee is negotiable and varies by office and client circumstances, subject to a maximum annual fee rate of 2.50%.
Fee Estimator
Location
971 E. Winding Creek Dr., Eagle, ID, 83616
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 works as an Associate Advisor at FSM Wealth, providing financial services and assisting senior advisors, dedicating full-time hours. He also works as an independent contractor for DoorDash, delivering food, but this takes minimal time.
Employment History
Current Registrations
Assuredpartners Investment Advisors
Private Client Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Kestra Investment 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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