Julie Neitzel is a registered investment advisor at We Family Offices, based in Coral Gables, FL, with 17 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 112 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Legacy percentage-based fees typically range from 0.45% to 1.50% of assets under advisement. The firm's strong preference is for flat fee compensation arrangements.
Fee Estimator
Location
2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL, 33134
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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 director for Foram Group, a commercial real estate property management and development business, since 2007. She is also a director for HEICO Corp, an aerospace and electronics company, since 2014.
Employment History
Current Registrations
We Family Offices
Previous Registrations
Genspring Family Offices International LLC
Genspring Family Offices, LLC
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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