Just Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,980,711
Clients
11
Advisors
1
of 1 employees
About
The firm provides investment advisory services to individuals, high-net-worth individuals, trusts, charitable organizations, and businesses, and is licensed to offer insurance products. It operates as a single-advisor registered investment adviser managing roughly $5 million across a small number of client accounts.
Advisory services are tailored to each client's objectives and risk tolerance, using a documented investment policy established via a suitability questionnaire and updated over time. The firm generally charges asset-based fees, may accept discretionary trading authority when authorized, and conducts daily account reviews with periodic written or verbal reports to clients.
Compared with many independent peers, the firm’s client mix notably includes corporate/business and charitable organization clients, and the principal serves as a director of a nonprofit foundation. The principal is licensed as a life and health insurance producer and also engages in part-time property management; the firm discloses the potential to earn insurance commissions while reporting no Nevada insurance compensation in recent years.
Client services
Expertise
Fee options
1.00% annually (negotiable)
Commission compensation may be earned on insurance product sales, but not for investment advisory services.
Main office
Incline Village NV
Advisors at this office
1
Most active in
Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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