Julie Brakey Hazzard

10elms LLP

10 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

10elms LLP

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

41 clients

Average Client Portfolio

$2.7M average

Assets Under Management

$109.5M

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.35%
$500K+	1.25%

Accounts of members of the same household may be aggregated.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Tulsa, OK

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

10elms LLP

March 2023 - Present · 2 yrs 11 mos

Previous Registrations

United Income, INC.

December 2018 - May 2020 · 1 yr 5 mos

Khp Capital LLC

February 2017 - December 2018 · 1 yr 10 mos

First Allied Advisory Services, INC.

August 2013 - February 2019 · 5 yrs 6 mos

First Allied Securities, INC.Broker

November 2012 - February 2019 · 6 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.