James Bellinger is a registered investment advisor at Rcm Wealth Advisors, based in Itasca, IL, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 830 clients with $390M 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 $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Also offers Managed Asset Portfolios (MAP) with fees ranging from 0.25% to 0.50%. Non-discretionary accounts are charged either a $500 annual minimum fee or 0.5% of the assets in the account, not to exceed 3% of the overall portfolio. Fees may be negotiable.
Fee Estimator
Location
125 W. Orchard, Itasca, IL, 60143
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
James is the president and has 90% ownership of Better Business Planning, Inc., an employee benefit sales firm, where he performs administrative functions. This takes nearly full-time.
Employment History
Current Registrations
Rcm Wealth Advisors
Previous Registrations
Financial Telesis, INC.
LPL Financial Corporation
Waterstone Financial Group, INC.
State Registrations1 state
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