Justin
Rolfe
Bristlecone Advisors LLC
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About this Advisor
Justin Rolfe is a chartered financial analyst who works out of Bellevue, Washington with 4 years of industry experience. Rolfe works at Bristlecone Advisors LLC. They have spent the entirety of their time as a financial advisor at Bristlecone Advisors Llc. Rolfe is approved to operate in Washington. Bristlecone Advisors LLC is a registered investment firm headquartered in Bellevue, WA. It controls $2 billion in assets under management among its 1,142 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves five charities and foundations. Of its 1,142 customer accounts, 78% belong to high-net-worth individuals who have at least $1 million in investable assets. Bristlecone Advisors LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules typically depend on which services the firm provides the client. However, fees billed by Bristlecone Advisors LLC may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bristlecone Advisors LLC Brokerage Details
$1,579,360,687
19
1,142
$1,382,978
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Justin Rolfe Work History
Justin has been registered as a financial advisor for 4 years.*
Bank Of America
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Justin Rolfe to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bristlecone Advisors LLC
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
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