Julie Macdade is a registered investment advisor at Ivc Wealth Advisors LLC, based in Silverdale, PA, with 12 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 580 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
163 E. Main Street, Silverdale, PA, 18962
Get directionsHistory
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 Activities
Julie works as a registered service associate at IVC Wealth Advisors, LLC, focusing on wealth management, dedicating nearly full-time hours to this role. She also works nearly full-time at Clear Employer Services, a professional employer organization.
Employment History
Current Registrations
Ivc Wealth Advisors LLC
Previous Registrations
Private Client Services, LLCBroker
Kestra Investment Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Oppenheimer & CO. INC.Broker
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.