Julia Khazan
Julia Khazan is a CFP-designated registered investment advisor at Mediqus Asset Advisors, INC., based in Chicago, IL, with 4 years of industry experience. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 831 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of 1.00% charged quarterly based on average daily account balance.
Fee Estimator
Location
8750 W. Bryn Mawr, Ste 325, Chicago, IL, 60631-3655
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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
Mediqus Asset Advisors, INC.
State Registrations2 states
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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