Julie Hall is a CFP-designated registered investment advisor at Vision Capital Partners, based in Ann Arbor, MI, with 22 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 141 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VCP's investment management fees are based on the value of your portfolio and are charged quarterly. The fees range from 0.40% to 1.85% annually, depending on the specific fee schedule. The exact fee schedule and rate may be negotiable. VCP may recommend third-party asset managers, but the total blended fee will not exceed 2.00% annually.
Location
2211 Old Earhart Rd., Suite 155, Ann Arbor, MI, 48105
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 Activities
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
Tiaa-Cref Individual & Institutional Services, LLCBroker
Raymond James Financial Services, INC.Broker
First Heartland Capital, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Pruco Securities, LLC.Broker
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.