Financial Justus LLC provides financial planning and investment management services to individuals and couples. Financial planning covers areas like budgeting, tax planning, retirement, and college funding. Justus Morgan's firm also manages investments with the client's permission to make trades. Tax preparation services are also available.
Assets Under Management$170M
Clients70
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$170M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5.0M - $10.0M | Included |
| $10M+ | Included |
For accounts ranging from $5,000,000 to $10,000,000, Financial Justus LLC caps its fee at an annual fixed fee of $30,000. For accounts over $10,000,000 the Firm’s advisory fee is negotiable. This fee is in addition to a $5,000 annual financial planning fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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