JM
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
14 advisors
Number of Clients
15,437 clients
Average Client Portfolio
$266K average
Assets Under Management
$4.1B
Fee Structure
Minimum Investment:$1M
Financial Planning:Investment management only
Clients pay various fees based on the selected investment solution. Strategy Plus does not charge platform fees, as fees are paid from the PFG Funds. PFG Funds pay advisory fees (up to 1.25% of NAV), 12b-1 fees (0.00%), and administrative services fees (0.70% of NAV). These fees do not include the Acquired Fund Fees and Expenses (AFFE Fees) of the Underlying Funds.
Areas of Practice
Investment Management
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Advisor Information
Office location
11811 NE First St, Suite 201, Bellevue, WA, 98005
Get directionsRegulatory History
Clean regulatory record
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 Activities
Julie is a partner in MWP, LLC, a residential real estate company. This activity is not investment-related.
Employment History
Current Registrations
The Pacific Financial Group, INC.
September 2018 - Present · 7 yrs 4 mos
Previous Registrations
Aris Wealth Services INC
June 2007 - June 2015 · 8 yrs
Questar Asset Management, INC.
March 2007 - July 2007 · 4 mos
Securities America Advisors, INC.
December 2005 - March 2007 · 1 yr 3 mos
PNC Investments
August 2004 - December 2005 · 1 yr 4 mos
Hilliard Lyons Asset Management
April 2003 - November 2003 · 7 mos
State Registrations2 states
PAWA
Advisor
Exams
No exam information available for this advisor.