Julie Muraco is a registered investment advisor at Suarum Investment Management, LLC, based in Aspen, CO, with 33 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fees may be negotiable. Related family account portfolio values may be combined to provide clients with a breakpoint fee advantage.
Fee Estimator
Location
Aspen, CO
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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 is a sole proprietor consultant for business and capital markets through Praeditis, dedicating a few hours per week since 2011. Since 2024, she also works as an independent contractor and portfolio manager for Capital Ideas, Inc., spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Suarum Investment Management, LLC
Previous Registrations
Capital Ideas
Weild & CO.Broker
Stonecastle Securities, LLCBroker
Mid-Market Securities, LLCBroker
AXA Advisors, LLCBroker
J.P. Morgan Securities INC.Broker
Salomon Brothers INC.Broker
Salomon Smith Barney INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations1 state
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