Justin Kepley
Justin Kepley is a CFA-designated registered investment advisor at Axiom Financial Strategies Group, LLC, based in New Albany, IN, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 575 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable at the sole discretion of Axiom Financial Strategies Group. Rates apply to aggregate family assets under management.
Fee Estimator
Location
101 W. Spring Street, 5th Floor, New Albany, IN, 47150
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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.
Learn about disclosures →Other Business Activities
Justin is the President of BLH Investments LLC, where he engages in proprietary securities trading. This investment-related activity takes about half of Justin's time.
Employment History
Current Registrations
Axiom Financial Strategies Group, LLC
State Registrations2 states
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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