Julie Weddle is a registered investment advisor at Acumen Wealth Advisors, LLC, based in Chattanooga, TN, with 16 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 271 clients with $590M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
Fees may be negotiable on a client-by-client basis. Subadvisor fees range from 0.10% to 0.75%. Some accounts may incur a platform fee of 0.04% per year (minimum $50) and an optional tax overlay service for 0.10% per year.
Fee Estimator
Location
250 Forest Avenue, Chattanooga, TN, 37405
Get directionsHistory
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 →Employment History
Current Registrations
Acumen Wealth Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
D.E. Frey & Company, INC.Broker
State Registrations1 state
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.