Advisor at Sanctuary Advisors, LLC
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Firm
Sanctuary Advisors, LLC
Location
Jackson, MO 63755
Credentials
Series 66
Industry experience
8 years
Julia Miesner is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill for seven years before joining Sanctuary Advisors and Sanctuary Securities in 2022. Outside of her advisory role, she manages JD2 Holdings, an entity involved in investment real estate. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes a network of sub-advisors and third-party platforms to implement diverse investment strategies.
Based on Sanctuary Advisors, LLC
Based on Sanctuary Advisors, LLC
Financial planning fees may be fixed fee, negotiated per engagement.
$10,000+: Up to 2.75% $50,000+: Up to 2.75% $100,000+: Up to 2.75% $250,000+: Up to 2.75%
Financial planning fees offered on hourly basis, negotiated per engagement.
Performance-based fees charged only to Qualified Institutional Buyers (QIB) with at least $100 million in securities.
Account minimum: $10,000
514 South Hope Street
Jackson, MO 63755
Missouri · Texas
Sanctuary Advisors, llc
2022 - Present (4 years)
Sanctuary Securities, Inc.
2022 - Present (4 years)
Merrill
2015 - 2022 (7 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:
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.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 65
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