Julina Ogilvie is a registered investment advisor at Principle Wealth, based in Westport, CT, with 28 years of industry experience. Julina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,210 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Principle Wealth Partners charges a fee based on the value of your portfolio for wealth management services, which includes both investment management and financial planning. The annual fee can be up to 1.25% of your portfolio's value. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Principle Wealth Partners. Fees are negotiable. There is a $5,000 minimum annual fee.
Location
20 Bay Street, Westport, CT, 06880
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julina is a board member and Second Vice President of the Westport Woman's Club, a philanthropic organization. She assists with financial management and budgeting, dedicating minimal time to this role.
Employment History
Current Registrations
Principle Wealth
Previous Registrations
J.P. Morgan Institutional Investments INC.Broker
Lord, Abbett & CO. LLC
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
State Registrations1 state
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.