Julie Rich is a CFP-designated registered investment advisor at Moran Wealth Management, LLC, based in Naples, FL, with 25 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,694 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
These fees apply to the Dynamic Income Allocation Portfolio. For the majority of the Firm’s strategies, the management fee varies between 0.10% and 1.25%, depending upon the size and composition of a client’s portfolio, the type and amount of services rendered, and the individual(s) providing the services. Concentrated Value Portfolio: 1.00%
Fee Estimator
Contact
Julie Rich
Location
5801 Pelican Bay Blvd, Suite 110, Naples, FL, 34108
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2005Other Business Activities
Julie is a treasury committee member of the Naples Women's Club since 2020, dedicating a few hours per week to attending meetings, tracking donations, and issuing receipts.
Employment History
Current Registrations
Moran Wealth Management, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Suntrust Investment Services, INC.Broker
TD Waterhouse Investor Services, INC.Broker
State Registrations2 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.