Julie Wyrick is a registered investment advisor at Impact Investors, based in Phoenix, AZ. Julie 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 244 clients with $280M 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 $500K | 1.15% |
| $500K - $1.5M | 1.10% |
| $1.5M - $3.5M | 1.00% |
| $3.5M - $8.5M | 0.90% |
| $8.5M - $20.5M | 0.80% |
| $20.5M - $45.0M | 0.70% |
| $45M+ | 0.70% |
These fees apply to managed funds and stocks. Individual bonds have a different fee schedule. Fees are negotiable above $45,000,000. Annual cash management fee = 0.15%
Fee Estimator
Location
Phoenix, AZ
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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 Activities
Julie is an ambassador for The Sacred Groves CIC, promoting forest conservation awareness and facilitating the purchase of conservation forest areas. This activity, which is not investment-related, takes about 10-20% of Julie's time.
Employment History
Current Registrations
Impact Investors
Previous Registrations
Money Positive
State Registrations1 state
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