Julie Quick is a CFP-designated registered investment advisor at Cultivate Financial Wellness, LLC, based in Howell, MI, with 21 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 23 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Contact
Julie Quick
Location
Howell, MI
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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 →Employment History
Current Registrations
Cultivate Financial Wellness, LLC
Previous Registrations
Dahring | Cusmano and Associates
Next Financial Group, INC.Broker
Next Financial Group, INC.
Vision Capital Partners
Hn Wealth Advisors
Vision Capital Partners, INC.
Triad Advisors LLCBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations3 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
Additional Information
I have found that the best client relationships are those that begin with a specific set of shared values. For me, that includes: