Julie Labrune is a CFP-designated registered investment advisor at Vision Capital Partners, based in Ann Arbor, MI, with 15 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 145 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vision Capital Partners charges an annual fee based on the value of the assets they manage for you, ranging from 0.40% to 1.85% per year. Fees are calculated and paid quarterly in advance. The exact rate depends on the specific fee schedule agreed upon and takes into account the total assets you invest with Vision Capital Partners.
Location
2211 Old Earhart Rd., Suite 155, Ann Arbor, MI, 48105
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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.
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Julie tutors students for series 65 and CFP through Varsity Tutors, and provides contract financial planning services through Delegated Planning. She is also involved with Money Wellness Collaborative, LLC, Asbury Hill Estate Association, and the FPA of Michigan.
Employment History
Current Registrations
Vision Capital Partners
Previous Registrations
Planning Alternatives LTD
Advice and Planning Services
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors Corporation
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.
Exams
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