Julie Hazzard is a registered investment advisor at 10elms LLP, based in Tulsa, OK, with 10 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 41 clients with $120M 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 | 1.35% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
Tulsa, OK
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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 →Employment History
Current Registrations
10elms LLP
Previous Registrations
United Income, INC.
Khp Capital LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
State Registrations1 state
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