Advisor at Align Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Align Wealth Management, LLC
Location
Tucson, AZ
Credentials
Series 65
Industry experience
2 years
Giulia King is a financial advisor at Align Wealth Management, LLC in Tucson, AZ, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at Visual Lease and Pay Ready. Align Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and pension/401(k) consulting. The firm employs a multi-method investment approach and utilizes mutual funds, ETFs, model portfolios, and third-party managers to deliver customized advisory services.
Based on Align Wealth Management, LLC
Based on Align Wealth Management, LLC
$0 to $50,000 fixed fee for financial planning
$0 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $6,000,000: 0.60% $6,000,001 - $15,000,000: 0.40% $15,000,001+: 0.25%
$300 to $800 per hour
Tucson, AZ
Arizona · California
Align Wealth Management, LLC
2023 - Present (3 years)
Align Wealth Management, LLC
2023 - Present (3 years)
Visual Lease
2022 - 2023 (1 year)
Pay Ready
2018 - 2022 (4 years)
New Direction Foods
2018 - 2018 (1 year)
Illume Public Relations
2017 - 2017 (1 year)
Illume Public Relations
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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