Justin Smith is a registered investment advisor at Plan B Investments, INC., based in Carmel Valley, CA, 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 Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 82 clients with $27M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Plan B Investments, Inc. offers investment management through third-party or outside investment managers. The fee is a percentage of the assets they manage, calculated quarterly. The specific percentage depends on which manager is selected. Plan B may offset hourly fees if they are engaged for investing with a third-party or outside investment manager. There is a minimum account size of $5,000 for an Outside Investment Manager account or $25,000 for a Third-Party Manager account.
Location
13770 Center St, Suite 206, Carmel Valley, CA, 93924
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Plan B Investments, INC.
State Registrations1 state
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