Julia Wenger
Julia Wenger is a CFP, ChFC-designated registered investment advisor at Osaic Wealth, INC., based in Phoenixville, PA, with 27 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
300 Bridge Street, Phoenixville, PA, 19460
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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
Julia is an author, inventor, songwriter, and owner of rental properties and Phoenix Tax Consultants. She also works as a registered representative/financial advisor for Bala Financial Group, selling insurance and investment products, which takes nearly full-time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
Capital Analysts, IncorporatedBroker
The Investment Center, INC.Broker
CPA Advisors Network, INC.Broker
Franklin Financial Services CorporationBroker
State Registrations21 states
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