Julie Mcdaniel is a CFP-designated registered investment advisor at Impactfolio LLC, based in Denver, CO, with 17 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 127 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IMPACTfolio charges a fixed annual retainer fee for investment management services. For portfolios under $3,000,000, the fee is $7,500 annually, not exceeding 2% of the portfolio's value. For portfolios over $3,000,000, the annual fee ranges from $7,501 to $50,000, based on the complexity and needs of the client. Fees are directly debited from client accounts quarterly in arrears.
Location
44 Cook Street, Suite 100, Denver, CO, 80206
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 →Employment History
Current Registrations
Impactfolio LLC
Previous Registrations
Sharkey Howes & Javer INC
NFP Securities, INC.
UBS Financial Services INC.
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.