JM
JM
Julie Marks
27 Years of Experience
Freehold, NJ
1 DisclosureBroker
Julie Marks is a registered investment advisor at Charles Schwab & CO., INC., based in Freehold, NJ, with 27 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, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3425 Route 9, Suite 101, Freehold, NJ, 07728-3284
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2001Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
December 2013 - Present · 12 yrs 7 mos
Charles Schwab & CO., INC.Broker
December 2013 - Present · 12 yrs 7 mos
Previous Registrations
Strategic Advisers, INC.
September 2010 - October 2012 · 2 yrs 1 mo
Fidelity Brokerage Services LLCBroker
September 2010 - October 2012 · 2 yrs 1 mo
Charles Schwab & CO., INC.
July 2002 - August 2010 · 8 yrs 1 mo
Charles Schwab & CO., INC.Broker
April 1999 - August 2010 · 11 yrs 4 mos
First Union Brokerage Services, INC.Broker
April 1997 - April 1999 · 2 yrs
State Registrations42 states
ALAZCACOCTDCDEFLGAHIIAILINKYLAMAMDMEMIMTNCNHNJNMNVNYOHOKPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.