Julie Mochan
Julie Mochan is a registered investment advisor at The Pacific Financial Group, INC., based in State College, PA, with 19 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 16,832 clients with $5.1B 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% |
Total program fees cannot exceed 2.0% annually, which includes advisor fees and platform or management fees charged by The Pacific Financial Group depending on the selected solution.
Fee Estimator
Location
State College, PA
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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 Activities
Julie is a partner in MWP, LLC, a residential real estate company. This activity is not investment-related.
Employment History
Current Registrations
The Pacific Financial Group, INC.
Previous Registrations
Aris Wealth Services INC
Questar Asset Management, INC.
Securities America Advisors, INC.
PNC Investments
Hilliard Lyons Asset Management
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.
Exams
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