Julie A. Wurst, CFP, LLC offers investment portfolio guidance, financial planning, and wealth management services. They provide time-limited or project-based consulting services for an hourly fee or flat rate. Julie Wurst holds the Certified Financial Planner designation and takes a broad view of a client’s financial life, considering both near-term concerns and long-range objectives. Investment management services are provided on either a discretionary or non-discretionary basis.
Assets Under Management$42M
Clients17
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$42M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and based on an hourly rate of $190/hour.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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