Julia Acer
Julia Acer is a registered investment advisor at Schwab Wealth Advisory, INC., based in Phoenix, AZ, with 15 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, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
2423 E Lincoln Dr, Phoenix, AZ, 85016-1215
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2016Other Business Activities
Julia teaches meditation and life coaching skills at Southwest Institute of Healing Arts since 2004, and provides health-related life coaching advice since 2006, dedicating about 10-20% of her time to these activities. Julia also owns a rental house in Phoenix, AZ.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
State Registrations27 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.