Julina Ogilvie is a registered investment advisor at Principle Wealth, based in Westport, CT, with 28 years of industry experience. Julina 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, High Net Worth, and 3 more. Their firm serves 1,210 clients with $3.2B 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 | 1.25% |
Fees are up to 1.25% annually and are negotiable at the discretion of Principle Wealth Partners based on asset size, scope of work, and account complexity. Minimum annual fee of $5,000 applies.
Fee Estimator
Location
20 Bay Street, Westport, CT, 06880
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 Activities
Julina is a board member and Second Vice President of the Westport Woman's Club, a philanthropic organization. She assists with financial management and budgeting, dedicating minimal time to this role.
Employment History
Current Registrations
Principle Wealth
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
Lord, Abbett & CO. LLC
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
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.
Exams
More Advisors
- John Hannigan, CFPPrinciple Wealth
- Victor Pena, CFPMorgan Stanley
- Uliana Michaelis, CFPWealthspire Advisors
- Matthew Garnett, CFPRaymond James & Associates, INC.
- Sven Pozzo, CFAIhs Herold INC.
- Hrefna Martin, CFPMerit Financial Partners LLC