Julie Waitman
Julie Waitman is a registered investment advisor at Verus Financial Partners, based in Richmond, VA, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 636 clients with $1.2B 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $4.0M | 0.85% |
| $4.0M - $5.5M | 0.75% |
| $5.5M - $7.0M | 0.70% |
| $7.0M - $8.5M | 0.65% |
| $8.5M - $10.0M | 0.60% |
| $10M+ | 0.55% |
Fees are negotiable at the firm's discretion based on criteria such as account composition, complexity, and anticipated future assets.
Fee Estimator
Location
9030 Stony Point Parkway, Suite 160, Richmond, VA, 23235
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2022Other Business Activities
Julie serves as the chair of Westover Episcopal Church's investment committee since 2004, managing accounts held at Charles Schwab & Company (formerly Davenport/Truist Wealth). She dedicates minimal time to this volunteer role, which involves reviewing statements, attending meetings, and monitoring accounts.
Employment History
Current Registrations
Verus Financial Partners
State Registrations2 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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