Julien Planning provides investment management, financial planning, and consulting services. For investment management, they offer both discretionary and non-discretionary services. Financial planning covers areas like retirement, taxes, and estate planning. They may also recommend third-party managers. Seminars are held to educate the public on investments.
Assets Under Management$37M
Clients77
Advisors1
Avg. per Client$480K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Julien Planning manages investments for a fee based on a percentage of the assets managed, up to 2% annually. This fee may be negotiable. Fees are billed quarterly in advance. If Julien Planning uses a sub-advisor, clients will not pay additional fees.
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