Julia Punj is a registered investment advisor at Ellevity Capital, LLC, based in Fairfield, IA, with 9 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 15 clients with $51M 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 | 0.72% |
Base management fee is 2% annually for the Market Neutral Options strategy, 0.72% for the Defensive strategy, and 2.88% for non-qualified clients. Qualified clients also pay a 20% performance fee on annual gains above a 5% hurdle rate.
Fee Estimator
Location
508 North Second Street, Fairfield, IA, 52556
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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 →Other Business Activities
Julia owns Veraison Wine Bar since 2020, where she is responsible for hiring and supervising staff, and ordering wine. She dedicates about a quarter of her time to this business.
Employment History
Current Registrations
Ellevity Capital, LLC
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.
Exams
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