Justin Woodbury
Justin Woodbury is a registered investment advisor at Senior Tax Advisory Group, INC., based in Colorado Springs, CO, with 1 years of industry experience. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,142 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Senior Tax Advisory Group recommends third-party investment advisors to manage your investments. The annual management fee ranges from 0.10% to 2.00% of the value of your portfolio. This fee includes the fee charged by the third-party advisor. The fee is negotiable and depends on the size of your account.
Location
6775 Rangewood Dr., Colorado Springs, CO, 80918
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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 is the principal and owner of Fitfo Financial, an investment-related business located in Colorado. This activity takes nearly full-time hours.
Employment History
Current Registrations
Senior Tax Advisory Group, INC.
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.