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Julie Louise Neitzel

WE Family Offices

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About Julie Louise Neitzel

Julie Louise Neitzel is an investment advisor representative with We Family Offices. Julie holds a Series 7, 63 and 65. Julie has over 20 years of experience in the financial services industry. Prior to joining We Family Offices, Julie was employed at CitiCorp Investment Services. Julie also serves as a Director for Foram Group, a commercial real estate property management and property development business, and as a Director for Heico Corp, an aerospace and electronics industry company. Julie has a strong understanding of the financial markets and is committed to providing her clients with personalized investment advice.

Firm Information

Julie Neitzel is currently registered with WE Family Offices. WE Family Offices is a registered investment advisor based in Coral Gables, Florida. The firm provides portfolio management for individuals and selection of other advisors, and manages $13.91 billion in assets for 108 high-net-worth individuals.
WE Family Offices

2811 PONCE DE LEON BLVD

CORAL GABLES, FL 33134

$13.91B

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Julie Neitzel’s Registration & Firm History

FL

08/30/2021 - Present

WE Family Offices (CORAL GABLES FL)

NY

12/12/1994 - 07/22/1996

CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)

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Licenses & Designations

IA

Issued 09/04/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/09/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie Louise Neitzel.
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