Julie Evgenievna Gotman-Matusovskaya offers asset management through a bundled fee program and financial planning and consulting services. Financial planning includes a complete evaluation of an investor's current and future financial state. Julie Gotman-Matusovskaya uses Dimensional Funds for investment analysis and bases investment strategies on client objectives. She also works as an insurance agent and tax preparer.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Julie Evgenievna Gotman-Matusovskaya charges $250 per hour for financial planning services, with a minimum of 2 hours.
Hourly Rate:$250/hr
Loading...