tag
How does the advisor help clients – Key Takeaways:
Julius Wealth Advisors, LLC acts as a financial expert for its clients, providing a range of services designed to help individuals and businesses reach their financial goals. They offer personalized advice and guidance, utilizing their extensive knowledge and experience in the financial industry. Their ultimate goal is to help clients achieve financial success in an ever-changing economic landscape.
Facts and Insights
Julius Wealth Advisors, LLC is a registered investment advisory firm founded in 2005. They are located in New York City and have been serving clients in the area for over 15 years. With a team of experienced and knowledgeable financial advisors, they are committed to providing the highest level of service and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 15 years |
Financial Services Offered
Julius Wealth Advisors, LLC offers a wide range of financial services to help their clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management. They also provide personalized financial advice and education to ensure their clients have a thorough understanding of their financial options.
Client Types
Julius Wealth Advisors, LLC serves a diverse range of clients, including individuals, families, and businesses. They work closely with each client to understand their unique financial needs and goals in order to develop a customized plan that meets their specific objectives.
Fees & Compensation
Julius Wealth Advisors, LLC operates as a fee-only financial advisory firm, meaning they do not receive commissions from the sale of financial products. This allows them to provide unbiased recommendations and advice in the best interest of their clients. They charge a percentage of assets under management, with fees varying based on the complexity of the client’s financial situation.
Background
Julius Wealth Advisors, LLC was founded by Mr. John Julius, a seasoned financial expert with over 20 years of experience in the industry. He holds multiple certifications, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. Mr. Julius leads a team of knowledgeable and dedicated financial advisors who strive to provide the best possible service to their clients.
Financial Advisor Disclosures to Know
It is important to note that Julius Wealth Advisors, LLC has no disciplinary history and has not had any legal or regulatory actions taken against them. They are in good standing with the Securities and Exchange Commission (SEC) and have a clean record.