Julian Strickland is a CFP-designated registered investment advisor at Genesis Advisors, LLC, based in Fishers, IN, with 1 years of industry experience. Julian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 132 clients with $120M 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% |
Firm offers two fee schedules: flat fee and tiered fee. The tiered fee schedule is as follows: Less than $250,000: 1.25% $250,000 to $750,000: 1.00% $750,001 to $2,000,000: 0.85% $2,000,001 to $5,000,000: 0.75% Greater than $5,000,000: 0.50% Fees are negotiable.
Fee Estimator
Location
10150 Lantern Road, Suite 175, Fishers, IN, 46037
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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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Julian works for the Indianapolis Fire Department as a Firefighter and Emergency Medical Technician since February 2023. This public service role takes nearly full-time, with about half of those hours occurring during securities trading hours.
Employment History
Current Registrations
Genesis Advisors, LLC
State Registrations1 state
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