Julio Barahona
Julio Barahona is a registered investment advisor at Smith & Howard Wealth Management, LLC, based in Atlanta, GA, with 6 years of industry experience. Julio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 217 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Balance over $10,000,000 is negotiable. Minimum annual fees may apply. Exceptions to the fee schedule may be made at the firm's discretion.
Fee Estimator
Location
271 17th Street Nw, Suite 2100, Atlanta, GA, 30363
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Smith & Howard Wealth Management, LLC
State Registrations1 state
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