Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julia? Claim Your ProfileJulia Panchot is an Investment Advisor Representative at BBR Partners, LLC. Julia has been in the industry since February 2011 and has experience working at Barclays Investment Bank. Julia is registered with the state of New York and New Jersey. Julia is also registered as a resident advisor in Texas. Julia specializes in providing financial planning, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
03/06/2024 - Present
BBR Partners, LLC (NEW YORK NY)
Active
Inactive
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