Julia Peloso-Barnes
Julia Peloso-Barnes is a CFP-designated registered investment advisor at Prism Planning and Solutions Group, based in White Plains, NY, with 41 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $6.0M | 0.70% |
| $6M+ | 0.60% |
Minimum annual fee of $500.
Fee Estimator
Location
777 Westchester Ave., Suite 101, White Plains, NY, 10604
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business Activities
Julia is the Immediate Past President and a board member of the Estate Planning Council of Westchester, a non-profit organization. She dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Prism Planning and Solutions Group
Insight Advisors, LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Investors CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.