Julie Endicott is a registered investment advisor at Lvz, INC., based in Green Lake, WI, with 24 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,387 clients with $970M 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 | 2.00% |
Fees may be negotiable based on client circumstances. A $60 annual maintenance fee is charged if the quarterly billable account value remains below $100,000.
Fee Estimator
Location
Green Lake, WI
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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
Julie is an insurance agent since 1999, dedicating minimal time to this activity. She also owns rental property since 2012 (minimal time) and serves as Secretary on the board of Our Lady of the Lake Catholic Church Parish Finance Council (minimal time).
Employment History
Current Registrations
Lvz, INC.
Previous Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Investors Capital CORP.Broker
United Securities Alliance, INC.Broker
Wma Securities, INC.Broker
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.