Josue Julio is a CFP-designated registered investment advisor at Next Gen Financial Planning, based in San Diego, CA, with 3 years of industry experience. Josue 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 159 clients with $31M 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 | 0.50% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.30% |
Accounts within the same household are combined for fee calculation. Combined advisory fee and third party money manager fees not to exceed 3% per year.
Fee Estimator
Location
1455 Frazee Rd, Suite 543, San Diego, CA, 92108
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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 →Employment History
Current Registrations
Next Gen Financial Planning
Next Gen Financial Planning
State Registrations1 state
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