Justin Sledge
Justin Sledge is a registered investment advisor at Sledge and Company Wealth Advisors, based in High Point, NC, with 2 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 87 clients with $160M 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 $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees are negotiable and may be higher or lower based on the nature of the account. For assets over $10,000,001, fees are negotiated.
Fee Estimator
Location
115 W. State Avenue, High Point, NC, 27262
Get directionsHistory
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 works as an insurance sales agent for Capital Investment Companies, selling life insurance to clients. He dedicates minimal time to this activity.
Employment History
Current Registrations
Sledge and Company Wealth Advisors
Previous Registrations
The Wealth Group, LTD
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.