Julia Miller
Julia Miller is a registered investment advisor at Osaic Wealth, INC., based in Sarasota, FL, with 17 years of industry experience. Julia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 575,512 clients with $230B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers several investment management programs where fees are charged as an annual percentage of your portfolio, typically billed monthly or quarterly. Because individual financial professionals negotiate their own fee schedules and programs vary by platform, exact rates depend on the specific account type and manager selected.
- Advisor Managed Portfolios and Unified Managed Account Programs — Fees vary based on negotiations with your financial professional and the specific asset allocation models or third-party managers chosen.
- Plan Participant Retirement Program — Annual management fees charge up to 3.00% of your account assets, structured as a fixed percentage or a tiered fee schedule.
- Program Annuities — Annual advisory fees for managing outside annuities will not exceed 1.50% of program assets for new accounts.
Account minimums vary widely by program, ranging from $5,500 to $10,000 for certain automated or platform accounts, while other programs depend on the specific investment product or third-party manager.
Location
Sarasota, FL
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Regulatory History (1)
Customer Dispute
May 2019Other Business ActivitiesSells Insurance
Julia is involved in several outside business activities, including networking as a Vice President for BNI, working as an insurance agent, and serving as an investment advisor with Securities America Advisors through Firestar Capital Investments, taking about half of her time. She also manages her homeowner's association as President, is a realtor making referrals, and acts as a trustee for her mother's revocable living trust.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Morgan Stanley
Morgan StanleyBroker
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
State Registrations13 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.
Exams
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