Just Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,980,711
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
11
73% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$180,065
About
The firm provides investment advisory services to individuals, high-net-worth individuals, trusts, charitable organizations, and businesses, and is licensed to offer insurance products. It operates as a single-advisor registered investment adviser managing roughly $5 million across a small number of client accounts.
Advisory services are tailored to each client's objectives and risk tolerance, using a documented investment policy established via a suitability questionnaire and updated over time. The firm generally charges asset-based fees, may accept discretionary trading authority when authorized, and conducts daily account reviews with periodic written or verbal reports to clients.
Compared with many independent peers, the firm’s client mix notably includes corporate/business and charitable organization clients, and the principal serves as a director of a nonprofit foundation. The principal is licensed as a life and health insurance producer and also engages in part-time property management; the firm discloses the potential to earn insurance commissions while reporting no Nevada insurance compensation in recent years.
Client services
Portfolio management
Investment advice, insurance
Expertise
Wealth management
Fee options
1.00% annually (negotiable)
Commission compensation may be earned on insurance product sales, but not for investment advisory services.
Main office location
Just Advisors
Incline Village NV, United States
Number of offices
1
Most active in
Just Advisors has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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