JG
JG

Julie Greenough

7 Years of Experience
Seattle, WA

Julie Greenough is a registered investment advisor at Washington Capital Management INC, based in Seattle, WA, 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 Investment Management, Real Estate Investing. Their firm serves 71 clients with $7.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
71 clients
Average Client Portfolio
$99.4M average
Assets Under Management
$7.1B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

This fee schedule applies to non-institutional, individual accounts. Institutional account fees vary by asset class and are tiered.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1200 6th Ave, Suite 700, Seattle, WA, 98101-3123

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Washington Capital Management INC
June 2018 - Present · 7 yrs 10 mos
State Registrations4 states
CAMAORWA
Advisor

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
No exam information available for this advisor.