Julie Morgan
Julie Morgan is a registered investment advisor at A & I Wealth Management, based in Lone Tree, CO, with 22 years of industry experience. Julie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 518 clients with $560M 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 $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.65% |
| $15.0M - $20.0M | 0.50% |
| $20.0M - $25.0M | 0.40% |
| $25.0M - $30.0M | 0.35% |
| $30M+ | 0.30% |
Fees are negotiable based on assets under management, financial complexity, and other relationships. Account values for family members in the same household may be combined to determine breakpoints.
Fee Estimator
Location
9605 Kingston Court, Suite 190, Lone Tree, CO, 80112
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 →Other Business ActivitiesSells Insurance
Julie works as an investment advisor representative (IAR) under A&I Financial Services LLC and A&I Wealth Management. She is also an independent representative with various insurance carriers, selling fixed insurance products.
Employment History
Current Registrations
A & I Wealth Management
Geneos Wealth Management, INC.Broker
Previous Registrations
Geneos Wealth Management, INC.
Intersecurities, INC.
Intersecurities, INC.Broker
Founders Asset Management LLCBroker
State Registrations10 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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