JO
CFA
JO
CFA

Justin Ostrowski

1 Year of Experience
Atlanta, GA

Justin Ostrowski is a CFA-designated registered investment advisor at Reicon Wealth Advisors, LLC, based in Atlanta, GA, with 1 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 34 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
34 clients
Average Client Portfolio
$5.6M average
Assets Under Management
$189.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Reicon Wealth charges a percentage of the value of your investments. The specific percentage is negotiated with each client, and the typical range is between 0.50% and 1.0% per year, depending on the size of the account, the services provided, and other factors. Some accounts may be subject to a minimum annual fee. Fees are generally deducted from client accounts quarterly.

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Location

3166 Mathieson Drive, Suite 200, Atlanta, GA, 30305

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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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Employment History
Current Registrations
Reicon Wealth Advisors, LLC
January 2025 - Present · 1 yr 4 mos
State Registrations1 state
GA
Advisor

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.