Juliana Yoon
Juliana Yoon is a registered investment advisor at Osaic Wealth, INC., based in Hermosa Beach, CA, with 23 years of industry experience. Juliana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
2447 Pacific Coast Highway, Suite 200, Hermosa Beach, CA, 90254
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Regulatory History (1)
Criminal
March 1986Other Business ActivitiesSells Insurance
Juliana is a sole proprietor/agent offering health, long-term care, and traditional life insurance, life settlements, and fixed and indexed annuities since 2009. She also offers life settlements as an agent since 2021. These activities require minimal time.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Osaic Fa, INC.Broker
Osaic Fa, INC.
Countrywide Investment Services, INC.
Countrywide Investment Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations4 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.