Julie Maddox
Julie Maddox is a CFP-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Brookfield, WI, with 42 years of industry experience. Julie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.85% |
Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.
Fee Estimator
Location
325 N Corporate Drive, Suite 120, Brookfield, WI, 53045
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Regulatory 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 has been involved with non-variable insurance since 1972, dedicating 50% of her time. She also operates under the DBA Next Level Planning & Wealth Management for her LPL business since 2019 and provides investment advisory services through Great Valley Advisor Group, Inc., spending about half her time on this activity.
Employment History
Current Registrations
Great Valley Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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