Julienne Valois is a CFP-designated registered investment advisor at First Pacific Financial, INC., based in Vancouver, WA, with 11 years of industry experience. Julienne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,156 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Pacific Financial offers investment management services.
For Wealth Management services, the annual fee will not exceed 1.25% of the assets managed. For non-discretionary accounts, the fees are 25% higher than the discretionary services fee.
For the Spark service, clients using First Pacific Financial's asset management services through Betterment for Advisors will be charged 0.90% annually, based on the value of the assets managed.
For Charitable and Non-Profit organizations, the annual fee will not exceed 1.00% of the assets managed.
Location
610 Esther Street, Suite 100, Vancouver, WA, 98660
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
Julienne owns real estate in Vancouver, WA, since 2000, dedicating minimal time to it. Julienne maintains an insurance license in Washington state but is not authorized to sell insurance products or receive commissions.
Employment History
Current Registrations
First Pacific Financial, INC.
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations3 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.