Julie Mcveigh is a CFA-designated registered investment advisor at Northwest Asset Management, based in Mercer Island, WA, with 24 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3,032 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Northwest Asset Management charges a percentage of the value of your portfolio. The maximum annual fee is 1.75%, but fees are negotiable and may range from no charge up to that maximum. Fees can vary based on the size of your account, the level of service you need, the investment strategy used, how actively your portfolio is managed, the advisor's expertise, and whether you also get comprehensive financial planning.
Location
2835 82nd Avenue Se, Ste 100, Mercer Island, WA, 98040
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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.
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Julie is a trustee for multiple trusts, dedicating minimal time to each role. She is compensated for her work as trustee, and these activities occur outside of business hours.
Employment History
Current Registrations
Northwest Asset Management
Previous Registrations
Nia Impact Capital
Reynders, Mcveigh Capital Management, LLC
Northstar Asset Management INC
Northstar Asset Management INC
Lowell Blake & Associates INC.
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.