Bruce Julien, CPA
Morristown, New Jersey, 07960
Member Since 2011
National Wealth Management, LLC (NWM) is an SEC Registered Advisory firm, which provides high net worth individuals and families with comprehensive financial planning and wealth management services. Our approach is to integrate your financial planning and investment
management needs into one comprehensive program designed for your overall long-term financial goals and objectives.
As a fee only provider, we receive no compensation based on product sales which keeps our advice purely objective. We have no vested interest in the products or services we recommend other than to make sure our recommendations help you achieve your financial goals.
Planning is the foundation for each service we provide and each decision we make.
My Location
Background Information
Years of Financial Experience
- 21
Education
- University of Maryland (BS Accounting)
Certifications and Designations
- CPA
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Ameritrade
- Charles Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly, semi-annually, annually and upon request
- I review my clients' investment portfolios with them semi-annually and upon request
Registration & Licensing
- CRD/IARD Number: 2175206
- Securities Registrations: Series 65
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: National Wealth Management, LLC
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Firm Disclosures
- Fellow CPA - Inactive
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Hourly, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- Mutual Funds, Securities, REITs, Fixed Income
Insurance Products
- Life, Fixed Annuity, Long-Term Care, Disability Income, Health
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation, IRS Audit Services, forensic accounting
Visit Website - http://www.nwmllc.com
