Julia Seroskie is a registered investment advisor at Urban Wealth Management or Uwm, based in El Segundo, CA, with 18 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 473 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Urban Wealth Management Group's investment management fee is a percentage of the value of your portfolio. The annual fee is negotiable but generally ranges from 1.25% to 0.15%, with higher investment amounts resulting in lower fees. If you have over $500,000 with Urban Wealth Management Group, financial planning is included at no additional cost. Fees are deducted from your account. You can terminate the investment management services at any time with written notice.
Location
841 Apollo Street, Ste 320, El Segundo, CA, 90245
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Regulatory History (3)
Judgment / Lien
September 2019Judgment / Lien
July 2019Judgment / Lien
July 2016Employment History
Current Registrations
Urban Wealth Management or Uwm
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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.