James Durso is a registered investment advisor at Blackridge Asset Management, LLC, based in Waterloo, NY, with 41 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.
Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.
9-27 East Main St, Waterloo, NY, 13165
Get directionsJames advises and manages investments through Commonwealth Financial Group, LLC, and sells life, health, long-term care, and accident insurance since 2016. He is also a notary in Ontario County, New York, since 2018, a non-investment related and uncompensated activity.
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