Julie Hammerman is a CFP-designated registered investment advisor at Lens Investments, based in Lafayette, CA, with 10 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, Socially Responsible Investing.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lens Investments offers asset management services where fees are based on a percentage of the value of your portfolio. The annual fee ranges from approximately 0.05% to 1.00%. The specific fee will be determined at the firm's discretion and outlined in your agreement.
Location
Lafayette, CA
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 →Employment History
Current Registrations
Lens Investments
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
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.