Julia Whitley
Julia Whitley is a registered investment advisor at United Capital Financial Advisors, based in Pensacola Beach, FL, with 28 years of industry experience. Julia 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, Tax Planning. Their firm serves 22,832 clients with $17B 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 $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.
Fee Estimator
Location
5 Portofino Dr., Suite 1803, Pensacola Beach, FL, 32561
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
Julia is an employee at Dick Rivera & Associates, a registered investment advisor, dedicating nearly full-time hours to administrative tasks. She is also an independent insurance agent since 2001, spending minimal time on administration, and a member of Cell Gen Therapeutics, LLC, spending a few hours per week on administration and operations related to therapeutic laser sales.
Employment History
Current Registrations
United Capital Financial Advisors
Dick Rivera & Associates
Calton & Associates, INC.
Calton & Associates, INC.Broker
Previous Registrations
Calton & Associates, INC.
Sws Financial ServicesBroker
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.