Julie Drainville is a CFP, ChFC-designated registered investment advisor at Aaf Wealth Management, LLC, based in Westborough, MA, with 6 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 293 clients with $730M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.38% |
| $25.0M - $50.0M | 0.15% |
| $50M+ | 0.15% |
Fees are based on the account's average daily balance and billed quarterly in arrears. Fees are negotiable at the discretion of the advisor.
Fee Estimator
Location
50 Washington Street, Westborough, MA, 01581
Get directionsHistory
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 →Employment History
Current Registrations
Aaf Wealth Management, LLC
Previous Registrations
Kintra Wealth, LLC
Mutual Securities, INC.Broker
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Corrigan Financial INC
Great Valley Advisor Group, INC.
LPL Financial LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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
More Advisors
- Carmen Grinkis, CFPAaf Wealth Management, LLC
- Jonathan Bloom, CFPAaf Wealth Management, LLC
- Andrew Hammond, CFPAaf Wealth Management, LLC
- Montoya Kim, CFAWorld Investment Advisors, LLC
- Benjamin Wallace, CFAGrimes & Company
- Todd Herman, CFPGrimes & Company