Julia Coburn
Julia Coburn is a registered investment advisor at Centaurus Financial, INC., based in Santa Barbara, CA, with 22 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
3902 State Street, Suite #101, Santa Barbara, CA, 93105
Get directionsHistory
Regulatory History (3)
Judgment / Lien
September 2018Judgment / Lien
September 2017Employment Separation After Allegations
December 2008Other Business ActivitiesSells Insurance
Julia sells long-term care and long-term disability insurance, and possibly fixed life insurance, to safety members in California through NPFBA, dedicating minimal time. She is also a notary public and a field agent for Team Alvarez Insurance Services, providing Medicare coverage to clients and prospects, spending a few hours per week on this.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Centaurus Financial, INC.
Crown Capital Securities, L.P.Broker
Crown Capital Securities, L.P.
Bcn Financial, INC.
Quest Securities, INC.
Quest Securities, INC.Broker
Metlife Securities INC.Broker
Nylife Securities LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
MML Investors Services, INC.Broker
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations5 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.