Julie Mcveigh is a CFA-designated registered investment advisor at Northwest Asset Management, based in Weston, MA, 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,776 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and have a maximum annual rate of 1.75%. Actual fees may differ based on relationship size, services needed, investment strategy, and trading activity.
Fee Estimator
Location
Weston, MA
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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.
Learn about disclosures →Other Business Activities
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.
Exams
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