Julia Laginess is a registered investment advisor at Star Wealth Advisors, based in Auburn Hills, MI, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 137 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SWA offers investment and portfolio management services for a fee based on the value of your portfolio. The annual fee ranges from 1.00% to 3.00% of the value of your portfolio. This fee is charged quarterly in advance.
Location
2701 Cambridge Ct., Ste 216, Auburn Hills, MI, 48326
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Star Wealth Advisors
Previous Registrations
John Hancock Personal Financial Services, LLC
John Hancock Investment Management Distributors LLCBroker
State Registrations2 states
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.