Artists | Entertainers | Influencers

WEALTH MANAGEMENT
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FINANCIAL PLANNING

 

BACKGROUND

Julian serves a broad range of creative clients including artists, entertainers and digital influencers, providing comprehensive financial education, planning and wealth management. Julian’s clients include multi-platinum selling musicians and producers, award winning actors, directors and choreographers and best-selling writers. In addition to his private client work, Julian provides financial education and literacy seminars to arts grant recipients and clients of arts non-profit organizations.

 

Julian has been named a ‘Top-100 Financial Advisor’ by Investopedia and in 2018, Julian was a contributing writer for New York Foundation for the Arts book, ‘The Profitable Artist,’ penning three chapters focusing on personal finance for creatives.

 

Julian is a dedicated member of We Are All Music Foundation (WAAM) which provides meaningful support to the most impactful nonprofit organizations that use the power of music to improve lives and benefit society, Janie’s Fund, a philanthropic initiative created by Steven Tyler in partnership with Youth Villages to bring hope and healing to girls who have suffered the trauma of abuse and neglect and Little St. Nick Foundation which helps ill children cope with their pain, fear and isolation through entertainment, education and activities.

 

THE OCTAVE PODCAST

Join us each month for a new episode of 'The Octave Podcast' - Each episode features music from an emerging artist, interviews with business leaders in music and much more!

 

Dance/NYC Digital Symposium

April 10, 2020

Event | The Profitable Artist Lecture Series: Financial Basics for Artists

September 12, 2018

The Profitable Artist: A Handbook for All Artists in the Performing, Literary, and Visual Arts (Second Edition)

August 15, 2018

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FINANCIAL PLANNING PROCESS

Analysing the Numbers

Discovery

At Julian A. Schubach, I provide a wide range of consulting services tailored to our clients’ needs. My Data Collection services are designed to analyze, confront, and solve your professional issues. I’m a results-oriented Financial Planner and will work with you throughout the entire decision-making process. Contact me to find out how I can help today.

Recommendations

Julian A. Schubach is your go-to source for all things consulting. Since 2000, I’ve provided my clients with a wide range of services tailored to their specific needs. As an industry-leading Financial Planner, my Asset Allocation Recommendation services are guaranteed to put you back on the track of success. Call me today and find out how I can help you achieve your goals.

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Business Partners at Work

Implementation

Since 2000, I’ve provided my clients with extensive and tailored consulting services. A lot of people underestimate the positive impact of a licensed professional and prefer to work alone. However, my Financial Status Evaluation services will put you in the right direction and guide you through every step of the decision-making process. Get in touch today and see how you can benefit from my services.

Ongoing Support

Following the initial implementation, our team provides ongoing financial planning, education and wealth management services for as long as you are a client.

Conference Room
 

CAPABILITIES

 

Financial Planning, Grant Consulting, Managed Portfolios, College Savings Plans, Income Planning, Project Financial Outlines, Budgeting, Debt Reduction Strategies, Document Reviews (Wills, Trusts, Durable Power of Attorney, Health Care Proxy), Disability Policies, Long Term Care Policies, Key-Man Insurance, Succession Planning, Health Insurance Navigation, Buy-Sell Reviews, Life Insurance.

Private Client Wealth Management

Fee Review and Reduction, 3(16), 3(21) and 3(38) Fiduciary Outsourcing, Fund Reviews, Participation Audit, Semi-Annual Executive and Employee Education for 401(k), Solo-401(k), 403(b), Profit Sharing, SEP-IRA, ESOP, SIMPLE-IRA, Cash Balance Plans, Defined Benefit Plans

Retirement Plans

Executive and Employee Seminars (Retirement, Grant Administration, Fiscal Sponsorship, Financial Planning, Insurance Reviews and Corporate Benefits Audits)

Consulting

 

Julian Schubach is an Investment Advisor Representative of Nosuris, Inc., a New York State Registered Investment Advisory. Investment Advisory Services are offered through Nosuris, Inc., a NYS Registered Investment Advisory. Please visit www.Nosuris.com for additional disclosures. Check the background of this firm on FINRA’s BrokerCheck.

©2016 by Julian Schubach