Julex Capital Management is an investment advisory firm that develops and markets investment products and services. Julex serves individuals directly and indirectly through financial planners, as well as insurance companies, pension plans, and other institutions. Julex offers investment management services, acting as a sub-advisor or providing model portfolios. Julex uses quantitative asset allocation models and stock selection processes.
Fee Structure
Julex charges a management fee for separately managed accounts, which is deducted from the account. The fee is negotiable, but currently does not exceed 0.50% for most strategies, except for the Large Cap Plus strategy, which charges 0.65%. In addition to Julex's fees, exchange-traded funds and index funds have their own expenses, and transaction charges may apply.