Justin Elliott
Justin Elliott is a CFP-designated registered investment advisor at Walser Wealth Management Company, a Limited Liability Company, based in Tampa, FL, with 11 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 582 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Walser Wealth's investment advisory fees are based on the average daily market value of your investments, paid monthly. The maximum fee is 1.25%. Fees may be negotiable. There is a $1,000 minimum fee for all accounts. If Walser Wealth uses other investment advisory firms as sub-advisors/co-managers, their fees are included in Walser Wealth’s fee schedule.
Location
111 W. Oak Avenue, Ste 450, Tampa, FL, 33602
Get directionsHistory
Regulatory History (4)
Criminal
August 2005Criminal
November 2004Criminal
September 2003Criminal
February 2003Employment History
Current Registrations
Walser Wealth Management Company, a Limited Liability Company
Previous Registrations
Alterity Financial Group, LLC
Beacon Asset Management INC.
State Registrations1 state
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.