Julia Shiles is a registered investment advisor at Mutual Advisors, LLC, based in Roseville, CA, with 21 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, Financial Planning & Coaching, and 5 more. Their firm serves 8,463 clients with $6.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mutual Advisors charges an annual management fee based on the complexity of your financial situation, the services provided, the experience and standard of fees charged by your advisor, and the value of the assets in your account. This fee is negotiable with your advisor. The annual fee ranges up to 2.00% and is assessed quarterly or monthly in advance. Fees can be structured as a fixed percentage, a tiered fee schedule, or a linear fee schedule.
For American Funds F2 Direct Accounts, the annual fee ranges from 0.25% up to 1.25% annually, calculated and debited quarterly in arrears based on an average daily balance.
Location
3721 Douglas Blvd., Ste. 205, Roseville, CA, 95661
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
Julia is a branch manager and senior client service associate at Sullivan Wealth Management Group since 2017, dedicating full-time hours to this role. She is also a partial owner and does bookkeeping for her husband's construction business, Compliant Fire Systems, LLC, spending a few hours per week. Additionally, Julia provides free notary services to clients.
Employment History
Current Registrations
Mutual Advisors, LLC
Mutual Securities, INC.Broker
Mutual Securities, INC.
Previous Registrations
Beverly Hills Wealth Management, LLC
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Charles Schwab & CO., INC.Broker
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.