Julie Betoni
Julie Betoni is a CFP-designated registered investment advisor at Ignite Financial LLC, based in Ponte Vedra Beach, FL, with 23 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 35 clients with $23M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
At Ignite Financial's discretion, they may combine the account values of family members to determine the applicable advisory fee.
Fee Estimator
Contact
Julie Betoni
Location
Ponte Vedra Beach, FL
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Regulatory History (1)
Customer Dispute
November 2009Other Business Activities
Julie is the President/Managing Member of True North Group, LLC, an entity used for payroll and leasing, spending minimal time on it. She is also a Founding member/VP of RiseNOW, a networking and personal development group, dedicating minimal time to maintaining the website and determining meeting topics.
Employment History
Current Registrations
Ignite Financial LLC
Previous Registrations
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
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.