James Dejulio
James Dejulio is a ChFC-designated registered investment advisor at Collaborative Portfolio Management, based in Overland Park, KS, with 41 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 145 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable for amounts over $3,000,000.
Fee Estimator
Location
10985 Cody Street, Suite 140, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Collaborative Portfolio Management
Previous Registrations
Capital Portfolio Management L.L.C.
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
First National Capital MarketsBroker
First National Capital Markets, INC.
Primevest Financial Services, INC.Broker
Primevest Financial Services, INC.
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Hartford Equity Sales Company INC.Broker
Ing America Equities, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Capital Financial Services, INC.Broker
First Investors CorporationBroker
State Registrations2 states
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