Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For wealth management services (investment management and financial planning), you'll pay a fee based on the market value of your assets, up to 1.25% annually. The exact percentage depends on the complexity of services, asset level, and overall relationship. Fees are paid quarterly, in advance. For standalone financial planning, the firm charges a fixed fee up to $5,000 per engagement. A minimum annual fee of $5,000 applies.
Areas of Practice
Advisor Information
Office location
20 Bay Street, Westport, CT, 06880
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.
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Julina is a board member and Second Vice President of the Westport Woman's Club, a philanthropic organization. She assists with financial management and budgeting, dedicating minimal time to this role.