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Home > Financial Planner Directory > Washington > Seattle > Julie L. Parisio Roy, CFA, CFP®, CIC
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Julie L. Parisio Roy, CFA, CFP®, CIC

Badgley Phelps Investment Managers

1420 Fifth Ave
Ste 3200
Seattle, WA 98101
Phone: (206) 623-6172
Fax: (206) 623-2042

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges

Considerations: A sliding fee schedule begins at $5 Million.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.