Julie Lobaza is a registered investment advisor at Rochester Wealth Strategies, LLC, based in Rochester, MI, with 5 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 142 clients with $150M 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 - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Rochester Wealth Strategies may combine the account values of family members to determine the applicable advisory fee. They may also reduce advisory fees based on certain criteria, including family relationships and Held Away accounts that retain a portion of the wealth management fee collected by Rochester Wealth Strategies.
Fee Estimator
Location
439 S. Main Street, Suite 250, Rochester, MI, 48307
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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 owns a technology consulting firm for small and mid-sized businesses. This activity is not investment-related.
Employment History
Current Registrations
Rochester Wealth Strategies, LLC
State Registrations1 state
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