Julio Gaviria is a CFP-designated registered investment advisor at Wealthpoint Advisors, based in Cramerton, NC, with 5 years of industry experience. Julio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 358 clients with $120M 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 $500K | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1000K | 1.10% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Additionally, for asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), the Firm may negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
102 Hidden Pastures Dr., Suite 213, Cramerton, NC, 28032
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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
Julio has 100% ownership of Gavi Wealth Management, LLC, operating under a DBA.
Employment History
Current Registrations
Wealthpoint Advisors
Previous Registrations
Dempsey Lord Smith, LLCBroker
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLC
Dempsey Lord Smith, LLCBroker
Kalos Capital, INC.Broker
State Registrations2 states
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