Bruce Julien
Bruce Julien is a registered investment advisor at Julien Planning, LLC, based in Hackensack, NJ, with 20 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 77 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Julien Planning manages investments for a fee based on a percentage of the assets managed, up to 2% annually. This fee may be negotiable. Fees are billed quarterly in advance. If Julien Planning uses a sub-advisor, clients will not pay additional fees.
Location
Two University Plaza, #100, Hackensack, NJ, 07601
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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
Bruce is a sole proprietor and insurance agent since 1991, selling and servicing fixed insurance products, dedicating about a quarter of his time. He is also a tax preparer through Julien Financial, LLC since 2005, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Julien Planning, LLC
Previous Registrations
National Wealth Management, LLC
Julien Financial
State Registrations4 states
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