Julie Reyes
Julie Reyes is a registered investment advisor at Reyes Financial Architecture INC., based in San Diego, CA, with 15 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 160 clients with $160M 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 $500K | 2.45% |
| $500K - $1.5M | 1.95% |
| $1.5M - $2.5M | 1.75% |
| $2.5M+ | 1.50% |
Fees can be negotiated at the sole discretion of RFA.
Fee Estimator
Location
4660 La Jolla Village Drive, Suite 725, San Diego, CA, 92122
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2022Customer Dispute
January 2015Customer Dispute
January 2015Other Business ActivitiesSells Insurance
Julie is the sole owner and operator of Reyes Financial Architecture, Inc., a registered investment advisor firm, dedicating nearly full-time hours to retirement income planning, financial planning, and wealth management. She also works as an agent selling fixed insurance products, spending a few hours per week, and is a registered representative with Emerson Equity, LLC, spending a few hours per week on securities trading. Julie is also a real estate broker, but spends no time on this activity.
Employment History
Current Registrations
Reyes Financial Architecture INC.
Previous Registrations
Emerson Equity LLCBroker
State Registrations1 state
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.