Julie Kern is a CFP-designated registered investment advisor at Bridge Financial Strategies, LLC, based in Scottsdale, AZ, with 19 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 61 clients with $79M 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 | 0.85% |
| $5M+ | 0.75% |
This is a blended fee schedule. Accounts within the same household are combined for a reduced fee.
Fee Estimator
Location
11111 N. Scottsdale Road, Suite #205, Scottsdale, AZ, 85254
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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 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
Previous Registrations
Dynamic Wealth Advisors
Wealth Management Solutions
Cambridge Investment Research Advisors, INC.
Ing Financial Partners, INC
Inlign Wealth Management, LLC
State Registrations2 states
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.