Justin Kohnke
Justin Kohnke is a registered investment advisor at Future Capital Management INC., based in Castle Rock, CO, with 18 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 356 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
115 Wilcox Street, Suite 220, Castle Rock, CO, 80104
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2018Other Business ActivitiesSells Insurance
Justin co-owns Countertop Concepts Co, LLC, which sells and installs stone countertops, dedicating minimal time. He also co-owns Driven Media, LLC, a website design and maintenance business, also dedicating minimal time. Justin is a licensed insurance producer with Future Capital Management, spending a few hours per week working with various insurance companies.
Employment History
Current Registrations
Future Capital Management INC.
Previous Registrations
Sigma Financial CorporationBroker
Spc
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations3 states
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.