Julia Prescott is a CFP-designated registered investment advisor at Blake Financial Counsel, LLC, based in Atlanta, GA, with 8 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 15 clients with $35M 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 $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee schedule is for comprehensive wealth management services and is negotiable but subject to a minimum annual fee of $7,500.
Fee Estimator
Location
7000 Central Parkway, Suite 1100, Atlanta, GA, 30328
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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
Julia works as a distributor for Juice Plus Company, a multi-level marketing company, since 2014. This activity, which is not investment-related, takes about a quarter of her time.
Employment History
Current Registrations
Blake Financial Counsel, LLC
Previous Registrations
Blake Financial Counsel, LLC
Blake Financial Counsel, LLC
The Ayco Company,l.p.
State Registrations1 state
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