Julio Pompa-Sinohui
Julio Pompa-Sinohui is a registered investment advisor at Coppell Advisory Solutions LLC, based in Stockton, CA, with 4 years of industry experience. Julio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
3244 Brookside Rd, Suite 140, Stockton, CA, 95215
Get directionsHistory
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
Julio is a real estate agent since 2020, dedicating about a quarter of his time. He is also an insurance agent since 2002, spending nearly full-time selling accident & health, life, casualty, property, and variable insurance products.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
State Registrations1 state
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