Julia Lembcke is a CFP, ChFC-designated registered investment advisor at Urs Advisory, based in Jupiter, FL, with 11 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Special Needs Planning. Their firm serves 161 clients with $140M 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 $1.0M | 0.95% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
The annual fee is negotiable based upon certain criteria. Total fees to Client will never exceed the 2% of assets under management per year. Accounts utilizing the Wasmer Schroeder platform will be charged an additional 0.12%.
Fee Estimator
Location
4425 N Military Trail, Suite 208, Jupiter, FL, 33458
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 ActivitiesSells Insurance
Julia is an insurance agent with JEL Enterprises Inc. dba URS Insurance since 2010, selling fixed insurance products.
Employment History
Current Registrations
Urs Advisory
Previous Registrations
Gradient Wealth Management
Gradient Advisors, LLC
State Registrations4 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.