Justin Buller is a registered investment advisor at Directional Financial Services, based in Seattle, WA, with 19 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 43 clients with $9M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
43 clients
Average Client Portfolio
$210K average
Assets Under Management
$9.0M

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.35%

Clients using the Institutional Intelligent Portfolios™ platform pay 0.35% per year. Non-SIIP Clients pay 0.50% per year. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1420 5th Ave, Suite 3150, Seattle, WA, 98101

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Empirical Wealth Management
January 2021 - Present · 5 yrs 3 mos
Directional Financial Services
January 2021 - Present · 5 yrs 3 mos
Previous Registrations
Zevenbergen Capital Investments LLC
March 2005 - October 2019 · 14 yrs 7 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.
Justin Buller - Financial Advisor | TrueAdvisor