Julie Hall Labrune
Advisor at Vision Capital Partners
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.
Advisor at Vision Capital Partners
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.
Location
Ann Arbor, MI 48105
Credentials
CFP®, Series 65, Series 66
Industry experience
22 years
Julie Hall is a Certified Financial Planner® with 22 years of industry experience, currently serving at Vision Capital Partners since 2020. Her prior experience includes roles at Planning Alternatives LTD and Tiaa-Cref Individual & Institutional Services. She serves on the board of the Financial Planning Association of Michigan and is involved as a board member and co-trustee for the Asbury Hill Estate Association. Vision Capital Partners provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, businesses, and qualified retirement plans. The firm employs a long-term investment approach grounded in modern portfolio theory, offering diversified portfolios that include mutual funds, ETFs, individual securities, and alternative investments, along with family office support and financial education seminars.
Based on Vision Capital Partners
Based on Vision Capital Partners
Fixed fees range from $3,000 to $25,000 for financial planning and consulting services; other fixed fees possible for other services.
$0+: 0.40% +: 1.85%
Certain advisory persons receive commissions for securities and insurance products sold separately from advisory fees.
Hourly fees range from $100 to $300 for financial planning and consulting services.
Fee-only: Investment advisory fees range from 0.40% to 1.85%, tiered schedules within this range; fees negotiable.
2211 Old Earhart Rd., Suite 155
Ann Arbor, MI 48105
Michigan · Ohio
Vision Capital Partners
2020 - Present (6 years)
Planning Alternatives LTD
2020 - 2020 (1 year)
Planning Alternatives LTD
2016 - 2020 (4 years)
TIAA-CREF
2013 - 2016 (3 years)
Tiaa
2013 - 2016 (3 years)
Wines for Humanity
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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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.
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