JP
JP
Julian Pace is a registered investment advisor at Wells Fargo Advisors, based in Denver, CO, with 44 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
3200 Cherry Creek S Dr Ste 100, Denver, CO, 80209
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2001Denied
Criminal
October 1972Final Disposition
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
February 2019 - Present · 7 yrs 3 mos
Wells Fargo Clearing Services, LLC
February 2019 - Present · 7 yrs 3 mos
Wells Fargo Advisors
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
May 2010 - March 2019 · 8 yrs 10 mos
UBS Financial Services INC.Broker
May 2010 - March 2019 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2006 - May 2010 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2006 - May 2010 · 3 yrs 6 mos
Morgan Stanley
June 1999 - November 2006 · 7 yrs 5 mos
Morgan Stanley Dw INC.Broker
May 1999 - November 2006 · 7 yrs 6 mos
Painewebber IncorporatedBroker
April 1994 - April 1999 · 5 yrs
Smith Barney Shearson INC.Broker
July 1993 - April 1994 · 9 mos
Lehman Brothers INC.Broker
May 1985 - July 1993 · 8 yrs 2 mos
Dean Witter Reynolds INC.Broker
July 1981 - April 1985 · 3 yrs 9 mos
State Registrations20 states
CACOCTFLGAMAMDMIMNMONCNJOKORPASCTNTXWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.