Christopher Julien is a registered investment advisor at Bmms Wealth Advisory LLC, based in Bothell, WA, with 4 years of industry experience. Christopher 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
BMMS Wealth Advisory does not directly manage investments. Instead, they refer you to other investment advisors. These advisors will charge you a fee for managing your investments. BMMS Wealth receives 25% of the management fee you pay to your chosen advisor. The fees charged by the third-party wealth managers range from 0.40% to 2% annually.
Location
Bothell, WA
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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.
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Christopher owns Julien CPA PLLC, providing income tax preparation and consulting, dedicating a few hours per week. He also works as a financial controller for CloudFit Software LLC, an IT service provider, spending about 10-20% of his time on accounting and tax work.
Employment History
Current Registrations
Bmms Wealth Advisory LLC
Previous Registrations
Berntson Porter Wealth Management, LLC
State Registrations1 state
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.