Julie Grey is a CFA-designated registered investment advisor at Tradition Wealth Management LLC, based in Edina, MN, with 2 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,162 clients with $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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable and may vary by advisor.
Fee Estimator
Location
7601 France Avenue South, Suite 100, Edina, MN, 55435
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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
Julie is a financial advisor at Julie Grey Wealth Management LLC and an agent at Tradition Wealth Management Insurance Agency, where she sells fixed annuities and fixed life insurance products, dedicating a few hours per week. She also serves as treasurer for Willoughby Way II Homeowners Association, managing their investment portfolio, and assists registered representatives at Concourse Financial Group Securities, Inc., spending minimal time on each.
Employment History
Current Registrations
Tradition Wealth Management 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.