Josue Julio is a CFP-designated registered investment advisor at Next Gen Financial Planning, based in San Diego, CA, with 4 years of industry experience. Josue operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 140 clients with $43M 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 $2.0M | 0.50% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.30% |
Fees are calculated on a blended basis using average daily balances paid monthly in arrears. Firm also offers a bundled ongoing planning and investment management flat fee ranging from $1,500 to $15,000 annually.
Fee Estimator
Location
1455 Frazee Rd, Suite 543, San Diego, CA, 92108
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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 →Employment History
Current Registrations
Next Gen Financial Planning
Previous Registrations
Next Gen Financial Planning
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.
Exams
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