Julia Perez
Julia Perez is a registered investment advisor at Crux Wealth Advisors, based in Westchester, IL, with 16 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. Their firm serves 576 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crux Wealth Advisors charges a percentage of your portfolio each year. The exact percentage is negotiable. Fees are billed monthly, in advance, based on the average daily balance of your account. If you add or remove funds during the month, the fee is adjusted accordingly.
Location
1 Westbrook Corporate Center, Ste 300, Westchester, IL, 60154
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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 ActivitiesSells Insurance
Julia works as a musician for private events, dedicating minimal time to this activity. She is also an agent at Crux Insurance Agency since 2022, working with clients on term, disability, long term care, or indexed insurance, along with fixed annuities and SPIAs, dedicating about 10-20% of her time.
Employment History
Current Registrations
Crux Wealth Advisors
Arete Wealth Management, LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Larson Financial Securities, LLCBroker
PFS Investments INC.Broker
State Registrations7 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.