Julia Randall
Julia Randall is a registered investment advisor at Northstar Financial Companies, INC., based in Conshohocken, PA, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 524 clients with $440M 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 $1.0M | 1.25% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are negotiable. The wrap fee covers the cost of comprehensive, ongoing financial planning.
Fee Estimator
Location
1201 E. Hector St, Conshohocken, PA, 19428
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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.
Learn about disclosures →Other Business Activities
Julia acts as the guardian of her aunt's estate and financial matters, as per her grandmother's will, dedicating minimal time to this non-profit activity. She is also a partner in J2SM LLC, a real estate LLC that holds the building where she is located, spending a few hours per week on this activity.
Employment History
Current Registrations
Northstar Financial Companies, INC.
Previous Registrations
Longview Wealth Management
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
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.