Julia Zakarias is a CFP-designated registered investment advisor at Genfi LLC, based in Chicago, IL, with 20 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 74 clients with $45M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.85% |
| $10M+ | 0.50% |
Fees are negotiable. Minimum account management fee of $11,250.
Fee Estimator
Location
1016 West Jackson, Chicago, IL, 60607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julia is a Certified Public Accountant and provides tax compliance and limited accounting services to some investment clients through Genfi Tax, where she is the founder and principal since 2011. She spends about 10-20% of her time on these tax-related activities.
Employment History
Current Registrations
Genfi LLC
Previous Registrations
Kovitz Investment Group, LLC
Mgp Wealth Management, LLC
Interocean Wealth Management LLC
Credit Suisse Securities (USA) LLC
State Registrations2 states
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