URS Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
URS Advisory serves individual and high‑net‑worth clients with discretionary portfolio management and comprehensive financial planning, including special‑needs planning. The firm operates on a fee‑based model and, while the advisory entity does not sell insurance, its principals offer insurance products through an affiliated insurance business and disclose those relationships.
Investment programs are tailored to each client’s goals, time horizon, and risk tolerance and may incorporate asset allocation, fundamental, technical and cyclical analysis; the firm provides ongoing discretionary trading and quarterly account reviews. URS may engage third‑party sub‑advisors to manage portions of client portfolios and documents client objectives and any imposed investment restrictions.
Noteworthy features include the affiliation with an insurance brokerage—its principals dedicate a substantial portion of their time to that affiliated practice and disclose the resulting conflicts and mitigation procedures. The firm also combines analytical tools such as Monte Carlo and guardrail stress testing with a two‑tier planning structure and manages over $200 million of client assets with a small advisor team.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Tier One Basic Plan: $10,000 without asset management services; $3,000 with at least $2,000,000 invested with URS Advisory within 60 days. Tier Two Premium Plan: $12,000 without asset management services; $4,000 with at least $2,000,000 invested with URS Advisory within 60 days.
$0 - $2,000,000: 0.95% annually $2,000,000.01 - $5,000,000: 0.80% annually $5,000,000.01 - $10,000,000: 0.70% annually $10,000,000.01 - $25,000,000: 0.50% annually $25,000,001 - $50,000,000: 0.40% annually Over $50,000,000+: 0.30% annually
Account minimum: $2,000,000
Main office
See office4425 N Military Trail, Suite 208
Jupiter FL 33458
Advisors at this office
3
Offices (2)
Most active in
Alabama · California · Florida · Texas
Also doing business as
Urs Advisory · Urs Advisory LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Reeya P
Series 65
Jupiter, FL
URS Advisory
Reeya Patel is a Series 65-licensed financial advisor at URS Advisory with one year of industry experience. Prior to joining URS Advisory, she held positions at AGW Capital Advisors, Charles Schwab & Co., Inc., and Koss Olinger. Outside of her advisory work, she was involved with the Gator Junior Golf Association for two years. URS Advisory serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning services, including special-needs planning. The firm tailors investment programs to client goals and risk tolerance, employs third-party sub-advisors when appropriate, and manages over $200 million in client assets.
Arie E
Series 65
Jupiter, FL
URS Advisory
Arie Eitani is a financial advisor at URS Advisory with a Series 65 credential and one year of industry experience. Prior to joining URS Advisory, he worked at Fidelity Investments and has a background that includes roles outside of finance. He was a full-time student for sixteen years. URS Advisory serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm uses a fee-based model and combines fundamental and technical analysis with ongoing portfolio management, overseeing more than $200 million in client assets.
Erik L
CFP®, Series 66
Jupiter, FL
URS Advisory
Erik Lembcke is a CFP® professional with 14 years of industry experience, currently serving as an advisor at URS Advisory. He previously worked at Gradient Securities, LLC and has been involved in the affiliated insurance business, JEL Enterprises Inc. dba URS Insurance, since 2016. URS Advisory serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm uses a fee-based model and combines quantitative tools and personalized strategies, managing over $200 million in client assets with a small team.
Julia L
CFP®, ChFC®, Series 65
Jupiter, FL
URS Advisory
Julia Lembcke is a financial advisor at URS Advisory with 11 years of industry experience. She holds the CFP®, ChFC®, and Series 65 designations. Prior to joining URS Advisory, she worked at Gradient Securities, LLC. Outside of her advisory role, she is involved with JEL ENTERPRISES INC dba URS Insurance, where she acts as an insurance agent. URS Advisory serves individual and high-net-worth clients by providing discretionary portfolio management and comprehensive financial planning, including special-needs planning. The firm employs a fee-based model and integrates a variety of analytical tools and sub-advisors to tailor investment programs according to each client's goals and risk tolerance.
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