Juliet Hull is a CFP-designated registered investment advisor at Elk River Wealth Management LLC, based in Denver, CO, with 11 years of industry experience. Juliet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 285 clients with $970M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Fees may be negotiable. The total blended fee, including Elk River's fee and the Independent Manager's fee, will not exceed 1.00% annually.
Fee Estimator
Location
250 Fillmore Street, Suite 425, Denver, CO, 80206
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
Juliet is self-employed as a landlord for rental properties since 2012. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Elk River Wealth Management LLC
Previous Registrations
Bok Financial Private Wealth, INC.
Cobiz Wealth
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.