Julia Monroe
Julia Monroe is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Columbia, SC, with 23 years of industry experience. Julia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B 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 | 2.75% |
Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.
Fee Estimator
Location
1010 Wildewood Centre Dr, Ste B, Columbia, SC, 29229
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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 ActivitiesSells Insurance
Julia is involved in several business activities, including real estate development and rentals, owning a financial advisory firm (Monroe Financial Group, LLC), retail sales of dog merchandise, and serving on the board of non-profit organizations. Her financial advisory role takes nearly full-time hours and includes insurance strategies.
Employment History
Current Registrations
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morgan Keegan & Company, INC.Broker
First Allied Securities, INC.Broker
State Registrations14 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.
Exams
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