Julia Hummel
Julia Hummel is a registered investment advisor at Capstar Financial Services LLC, based in Austin, TX, with 1 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 317 clients with $170M 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 $250K | 2.00% |
| $250K+ | 1.75% |
Fees are negotiable. If a client has multiple accounts, Capstar Financial will aggregate the account balances to lower the fees.
Fee Estimator
Location
6500 River Place Suite 200 Building 1, Austin, TX, 78730
Get directionsHistory
Regulatory History (1)
Criminal
October 2018Employment History
Current Registrations
Capstar Financial Services LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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.