Julie Hepburn is a registered investment advisor at Bull Harbor Capital LLC., based in Chicago, IL, with 7 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 912 clients with $340M 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 $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
Fee Estimator
Location
Chicago, IL
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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 an insurance producer and owner at National Private Client Group, Inc. since 2002, dedicating full-time hours to promoting the insurance business. She also owns FinancialVA.com and provides agent assistance, and coaches advisors and small business owners, dedicating minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Bull Harbor Capital LLC.
Previous Registrations
Pl Wealth Advisors, LLC
Prosperity Economics Partners, LLC
State Registrations8 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.