Julie Young-Sedillo
Julie Young-Sedillo is a CFP-designated registered investment advisor at Crux Wealth Advisors, based in Rancho Palos Verdes, CA, with 26 years of industry experience. Julie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 676 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Asset management fees range from 0.0% to 2.25% annually and are billed monthly in advance based on average daily balances. Fees are negotiable.
Fee Estimator
Location
Rancho Palos Verdes, CA
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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 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.
Exams
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