Julie Young-Sedillo
Julie Young-Sedillo is a CFP-designated registered investment advisor at Crux Wealth Advisors, based in Long Beach, CA, with 26 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 576 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crux Wealth Advisors charges a percentage of your portfolio each year. The exact percentage is negotiable. Fees are billed monthly, in advance, based on the average daily balance of your account. If you add or remove funds during the month, the fee is adjusted accordingly.
Location
111 W. Ocean Blvd, 4th Floor, Long Beach, CA, 90802
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 →Other Business ActivitiesSells Insurance
Julie is an independent contractor servicing client accounts for Crux Wealth Advisors and a financial advisor for JJ Young Financial, Inc., dedicating minimal time to each. She also serves as treasurer for her daughter's drama booster club and works as an insurance agent for Young & Associates, selling fixed annuities, life, and long-term care insurance, spending a few hours per week on this.
Employment History
Current Registrations
Crux Wealth Advisors
Arete Wealth Management, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
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.