Julia Miller
Julia Miller is a registered investment advisor at Osaic Wealth, INC., based in Sarasota, FL, with 17 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, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
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 Registrations12 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.