Julie Lesicki is a registered investment advisor at Luminist Capital, LLC, based in West Deptford, NJ, with 14 years of industry experience. Julie 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. Their firm serves 530 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiable. Co-adviser services fee will not be more than 0.50%.
Fee Estimator
Location
935 Kings Highway, Suite 300, West Deptford, NJ, 08086
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Julie works with Safe Harbor Financial as an independent marketing organization, focusing on business development. She dedicates nearly full-time hours to project implementation, maintaining relationships with wholesalers, and implementing marketing campaigns.
Employment History
Current Registrations
Luminist Capital, LLC
Previous Registrations
Horter Investment Management, LLC
Foresters Equity Services, INC.
Directed Services LLC
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.