Julie Distler
Julie Distler is a registered investment advisor at Private Client Services, LLC, based in Mentor, OH, with 7 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 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
7470 Center St, Mentor, OH, 44060
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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 ActivitiesSells Insurance
Julie works full-time at Lakeridge Wealth Management LLC and NMS Wealth Management providing investment advice and financial planning. She also places life, disability, long-term care, and fixed annuities for clients through Fixed Insurance, dedicating minimal time to this. Finally, Julie owns and manages commercial rental property through 7470 Center Street, LLC, spending minimal time on this activity.
Employment History
Current Registrations
Private Client Services, LLCBroker
Lakeridge Wealth Management LLC
Previous Registrations
Lakeridge Wealth Management LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations3 states
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