Julie Prinkey is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in St. Louis, MO, with 35 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
1524 S. Lindbergh Boulevard, St. Louis, MO, 63131-3513
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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 is a co-member/co-owner of RJ Prinkey Enterprises, LLC, which conducts retail gift shows. She spends minimal time paying quarterly taxes and gathering business expenses.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Onpointe Advisory and Financial Services, LLC
Gwn Securities INC.Broker
Gwn Securities INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Jag Advisors
J.A. Glynn & CO.Broker
Planmember Securities CorporationBroker
Planmember Securities Corporation
Planmember Securities Corporation
Planmember Securities CorporationBroker
Wachovia Securities, LLCBroker
Argent Capital Management LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
A. G. Edwards & Sons, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations29 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.