Julie Reyes
Julie Reyes is a registered investment advisor at Reyes Financial Architecture INC., based in San Diego, CA, 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 Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 170 clients with $200M 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 are negotiable at the firm's discretion. Accounts belonging to family members in the same household are aggregated for fee calculation purposes.
Fee Estimator
Location
4660 La Jolla Village Drive, Suite 725, San Diego, CA, 92122
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2026Customer 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.
Exams
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