Julius Wealth Advisors (JWA) provides financial planning, investment management, and behavioral coaching to individuals, trusts, estates, and businesses. JWA manages investment portfolios using mutual funds, exchange-traded funds (ETFs), individual stocks, and independent investment managers. JWA also offers advice on legacy positions and investments held in employer-sponsored retirement plans and qualified tuition plans. JWA tailors its services to meet individual client needs and objectives.
Assets Under Management$51M
Clients62
Advisors1
Avg. per Client$820K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
For asset management services with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), JWA can negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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