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Julia Karol

WATERMILL MANAGEMENT COMPANY, LLC·BOSTON, Massachusetts
Unclaimed Profile
321 NEWBURY ST, BOSTON, MA 02115CRD# 6766528Firm CRD# 163370
01

About

Julia Karol is a registered financial advisor based in BOSTON, Massachusetts, affiliated with WATERMILL MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WATERMILL MANAGEMENT COMPANY, LLC
THE WATERMILL GROUP
AUM
$213M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at WATERMILL MANAGEMENT COMPANY, LLC →
Services
Pension consulting
04

Background

Compensation
Subscription fees
Performance-based fees
Other: MONITORING FEES
Regulatory
SEC/IARD CRD# 6766528
Firm CRD# 163370
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Julia Karol offer?
Julia Karol specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Julia Karol's credentials?
Julia Karol is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julia Karol located?
Julia Karol is based in BOSTON, Massachusetts, working with WATERMILL MANAGEMENT COMPANY, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Julia Karol charge for services?
Julia Karol's firm is compensated through subscription fees, performance-based fees, other: monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATERMILL MANAGEMENT COMPANY, LLC?
WATERMILL MANAGEMENT COMPANY, LLC has approximately 16 employees and manages $213M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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