The Just Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment portfolio management, financial planning, and ongoing financial advisory and consulting services, including written financial plans and annual reviews, and may recommend insurance products to clients. As of December 31, 2023 it reported $16,358,801 in assets under advisement and no discretionary managed accounts.
Its investment approach combines technical and cyclical analysis—using charting, proprietary software and trading models—and the brochure discloses that the firm may employ market timing as part of its strategy, an approach that is uncommon among peers. The firm also uses a range of trading strategies (including long and short positions, options and margin) and offers both asset-based management programs alongside consulting billed on an hourly basis.
Compared with many investment manager peers, the firm’s profile is notable for advising a multi‑million dollar asset base while reporting no discretionary managed accounts, indicating a primarily consultative/advisory role. The brochure also discloses that firm personnel may sell insurance for commission and records a past FINRA administrative action related to a disclosure matter, which are governance and conflict-of-interest considerations for prospective clients.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial Advisory Services charge an annual flat fee quoted case-by-case; Financial Planning fees may be flat fees
Less than $250,000 - $249,999: 2.00% annually $250,000 - $499,999: 1.70% annually $500,000 - $999,999: 1.60% annually $1 Million - $2,999,999: 1.50% annually $3 Million - $4,999,999: 1.30% annually $5 Million - $9,999,999: 1.00% annually $10 Million+: 0.90% annually
Insurance products sold by Mark W. Just generate commissions
Mark W. Just: $375 per hour; Staff: $50 - $125 per hour (support services only)
Account minimum: $250,000 Minimum fee: Minimum advisory fee of $200 or quarterly maintenance fee of $50 Fee-only: Financial planning fees typically range between $750 and $10,000; hourly consulting rates $375/hour for principal, $50-$125/hour for staff; financial advisory flat fees quoted case-by-case
Main office
8335 Allison Pointe Trail, Suite 190
Indianapolis IN 46250
Advisors at this office
1
Most active in
Indiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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