Julie Deets is a registered investment advisor at Advisors Management Group INC, based in La Crosse, WI, with 28 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,931 clients with $710M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.60% |
Fees are negotiable under limited circumstances.
Fee Estimator
Location
505 King St., #108, La Crosse, WI, 54601
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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 Activities
Julie and her husband own Deets Properties LLC, a commercial real estate company, since 2005 and 2019 respectively. Julie spends minimal time communicating with tenants and overseeing management.
Employment History
Current Registrations
Advisors Management Group INC
State Registrations1 state
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.