JN
JN

Julie Louise Neitzel

16 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
28 advisors
Number of Clients
107 clients
Average Client Portfolio
$143.6M average
Assets Under Management
$15.4B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$200,000
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Location

2811 Ponce De Leon Blvd, Suite 840, Coral Gables, FL, 33134

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History

Regulatory History
Clean regulatory record

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.

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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
July 2013 - Present · 12 yrs 7 mos
Previous Registrations
Genspring Family Offices International LLC
September 2011 - January 2013 · 1 yr 4 mos
Genspring Family Offices, LLC
September 2008 - January 2013 · 4 yrs 4 mos
State Registrations2 states
FLNY
Advisor
Exams
No exam information available for this advisor.