Julie Purcell
Julie Purcell is a registered investment advisor at Wissahickon Wealth Management LLC, based in Philadelphia, PA, with 8 years of industry experience. Julie 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, Investment Management, and 2 more. Their firm serves 108 clients with $56M 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable and may be higher or lower than this range, based on the nature of the account. At no time will the total management fees exceed 3%.
Fee Estimator
Location
2929 Arch Street, Suite 1700, Philadelphia, PA, 19104
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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
Julie works as an office manager for Vistar Media, a software company, handling administrative tasks and event logistics. This takes a few hours per week, mostly during trading hours.
Employment History
Current Registrations
Wissahickon Wealth Management LLC
State Registrations2 states
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