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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B 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 $100K | 0.85% |
| $100K - $250K | 0.80% |
| $250K+ | 0.70% |
Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.
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 Registrations31 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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