A complete list of active advisors currently associated with Just Advisors
Warmer can help you find a great advisor at Just Advisors or one who fits your needs even better.
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.
To learn more about the advisors currently working at Just Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Incline Village, NV
| 17
|
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