Justin Hochstein
Justin Hochstein is a registered investment advisor at Silver Oak Securities, INC., based in Richmond, VA, with 26 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 8,671 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.
Location
4205 Dover Road, Richmond, VA, 23221
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Justin is involved in several business activities, including rep support of an RIA (Comprehensive Financial Group), insurance sales (Comprehensive Financial Insurance Services), and property management (Highstone Properties LLC). He also owns Hochstein RIA, where he works with clients on investment and retirement planning, dedicating about three-quarters of his time.
Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
Highstone Group
Previous Registrations
Highstone Group
Securities Service Network, LLCBroker
Securities America, INC.Broker
State Registrations1 state
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