Julia Rasell is a registered investment advisor at HUB Investment Partners, LLC, based in Omaha, NE, with 2 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,317 clients with $9B 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
11516 Miracle Hills Dr., Suite 100, Omaha, NE, 68154
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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 ActivitiesSells Insurance
Julia is the VP of Finance for the Junior League of Omaha and also serves as Recording Secretary. She is also Vice President at HUB International Great Plains LLC, consulting on employee compensation for life insurance, and a board member for the Bekins Foundation.
Employment History
Current Registrations
HUB Investment Partners, LLC
HUB Investment Advisors, INC
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
State Registrations2 states
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