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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Fici is a financial advisor with Managed Asset Portfolios, LLC, a firm based in Rochester, Michigan. Julie has been in the financial services industry since 1994 and has experience in providing investment advice to individuals, businesses, and institutions. She is a Registered Investment Advisor (RIA) and holds the Series 7, Series 27, Series 63, and Series 65 licenses. Managed Asset Portfolios, LLC, provides a range of financial services including portfolio management for trusts, offshore vehicles, and businesses. They also offer model portfolios and financial planning services. They have a strong focus on providing investment advice to high-net-worth individuals and institutions.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio management for trusts and offshore vehicles; model
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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MI
12/10/2019 - Present
Managed Asset Portfolios, LLC (ROCHESTER MI)
MI
07/01/1994 - 01/04/2007
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 12/09/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1997
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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