Julie E. Hall Labrune
Advisor at Vision Capital Partners — Ann Arbor, MI
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.
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.
Credentials
CFP®, Series 66, Series 65
Experience Industry experience
23 years
Location
Ann Arbor, MI 48105
Vision Capital Partners
Supported
Total advisors
2Clients per advisor
70 HighAvg AUM per client
$1,141,438 HighHNW client ratio
31% TypicalJulie Hall Labrune is a CFP®-certified financial advisor with 23 years of industry experience, currently serving at Vision Capital Partners since 2020. Her prior experience includes roles at Planning Alternatives LTD and involvement with Wines for Humanity. She is a board member of the Financial Planning Association of Michigan and participates as a co-trustee of the Asbury Hill Estate Association. Vision Capital Partners provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a modern portfolio theory-based, long-term investment approach, offering diversified, low-cost allocations tailored to client goals, risk tolerance, and tax considerations.
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.
$0+: 0.40% +: up to 1.85%
Advisory persons who are registered representatives earn commission-based compensation for securities and insurance products separate from advisory fees.
Hourly fees range from $100 to $300
Ann Arbor, MI
2211 Old Earhart Rd., Suite 155
Ann Arbor MI 48105
Advisors at this office
2
Michigan · Ohio
23 years of industry experience
Vision Capital Partners
2020 - Present • 6 years
Ann Arbor, MI
Planning Alternatives LTD
2020 - 2020 • 1 year
Bloomfield Hills, MI
Planning Alternatives LTD
2016 - 2020 • 4 years
Bloomfield Hills, MI
Wines for Humanity
2012 - 2019 • 7 years
South Lyon, MI
Osaic FA, Inc.
2005 - 2007 • 2 years
Southfield, MI
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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.
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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