Julie Mcnulty is a CFP, ChFC-designated registered investment advisor at Financial Compass LLC, based in Haddonfield, NJ, with 16 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 39 clients with $66M 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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.30% |
In no case shall annual fees drop below 0.5%. These schedules are used as a guideline only; all fees are subject to negotiation at the sole discretion of Compass.
Fee Estimator
Contact
Julie Mcnulty
Location
34 Tanner Street, Suite 3, Haddonfield, NJ, 08033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Financial Compass LLC
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.
Exams
Additional Information
Julie graduated from the University of Massachusetts, Amherst, with a degree in Economics. She is a Registered Investment Advisor, Certified Financial Planner, and Chartered Financial Consultant. Julie has been a solo practitioner since 2009, following a rewarding 10 year corporate finance career at GE.