Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiated in some instances.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. Financial planning services are offered on an hourly basis (up to $500/hour), fixed rate ($500 to $10,000), or annual retainer ($500 to $10,000 per year). Fees may be negotiable. Clients may also incur transaction fees.
Areas of Practice
Advisor Information
Office location
Chicago, IL
Get directionsRegulatory 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
Julie is an insurance producer and owner at National Private Client Group, Inc. since 2002, dedicating full-time hours to promoting the insurance business. She also owns FinancialVA.com and provides agent assistance, and coaches advisors and small business owners, dedicating minimal time and a few hours per week, respectively.