Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningInvestment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
2,104 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$4.7B
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
The fee schedule above is for the Dynamic Income Allocation Portfolio offered through Pelican Bay Capital Management. For the majority of MWM's strategies, the management fee varies between 0.10% and 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
JR
Julie Rich
Location
5801 Pelican Bay Blvd, Suite 110, Naples, FL, 34108
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2005Settled
Other Business Activities
Julie is a treasury committee member of the Naples Women's Club since 2020, dedicating a few hours per week to attending meetings, tracking donations, and issuing receipts.
Employment History
Current Registrations
Moran Wealth Management, LLC
September 2022 - Present · 3 yrs 6 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
August 2019 - August 2022 · 3 yrs
Wells Fargo Advisors Financial Network, LLCBroker
August 2019 - August 2022 · 3 yrs
Charles Schwab & CO., INC.
May 2006 - May 2019 · 13 yrs
Charles Schwab & CO., INC.Broker
May 2006 - May 2019 · 13 yrs
Suntrust Investment Services, INC.Broker
October 2005 - March 2006 · 5 mos
TD Waterhouse Investor Services, INC.Broker
August 1999 - March 2005 · 5 yrs 7 mos
State Registrations2 states
FLTX
Advisor
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
No exam information available for this advisor.