JK
CFA
JK
CFA
Julie Kirkpatrick
22 Years of Experience
Indian Harbour Beach, FL
1 Disclosure
Julie Kirkpatrick is a CFA-designated registered investment advisor at Lang Asset Management, INC., based in Indian Harbour Beach, FL, with 22 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 63 clients with $17M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
63 clients
Average Client Portfolio
$270K average
Assets Under Management
$17.0M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management
Minimum Annual Fee:$1,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Indian Harbour Beach, FL
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Regulatory History (1)
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Financial
August 2017Final
Employment History
Current Registrations
Lang Asset Management, INC.
May 2003 - Present · 23 yrs
State Registrations3 states
FLGATX
Advisor
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
No exam information available for this advisor.