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CFP

Julie Kern

Bridge Financial Strategies
20 Years of Experience
Scottsdale, AZ
View SEC Summary
View SEC Summary

Julie Kern is a CFP-designated registered investment advisor at Bridge Financial Strategies, based in Scottsdale, AZ, with 20 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 65 clients with $90M in assets under management.

Bridge Financial Strategies
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
65 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$89.5M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5M+0.75%

Fees are billed quarterly in advance. There is a minimum annual fee of $10,000. Accounts within the same household are combined.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11111 N. Scottsdale Road, Suite #205, Scottsdale, AZ, 85254

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Julie is a tax manager preparing tax returns since 2002, dedicating about half her time. She also owns Bridge Financial Strategies and Bridge Divorce Strategies, and is a representative for Melaleuca, earning a percentage of referrals' orders.

Employment History
Current Registrations
Bridge Financial Strategies
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Dynamic Wealth Advisors
January 2015 - January 2019 · 4 yrs
Wealth Management Solutions
January 2012 - March 2015 · 3 yrs 2 mos
Cambridge Investment Research Advisors, INC.
January 2011 - November 2011 · 10 mos
Ing Financial Partners, INC
April 2009 - September 2010 · 1 yr 5 mos
Inlign Wealth Management, LLC
October 2002 - January 2006 · 3 yrs 3 mos
State Registrations2 states
AZTX
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.
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