Julien Borel
Julien Borel is a registered investment advisor at Quantech Solution Partners North America INC., based in Ny, NY, with 8 years of industry experience. Julien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $300M 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 | 1.50% |
Fees are based on the notional asset value of each client account and may be subject to adjustment as circumstances warrant.
Fee Estimator
Location
401 Park Avenue South, Office 818, Ny, NY, 10016
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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
Julien is a passive investor in LNB Connect (event planning), Climb SAS (tax & fintech), and rental real estate. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Quantech Solution Partners North America INC.
Previous Registrations
Barclays Capital INC.Broker
Bofa Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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