Giulia King is a registered investment advisor at Align Wealth Management, LLC, based in Tucson, AZ, with 2 years of industry experience. Giulia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 69 clients with $120M 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 | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $15.0M | 0.40% |
| $15M+ | 0.25% |
Fees are negotiable. SEI and Advyzon also charge a program fee, up to 0.75% annually, in addition to the portfolio management fee.
Fee Estimator
Location
Tucson, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Align Wealth Management, LLC
State Registrations2 states
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