James Belknap
James Belknap is a registered investment advisor at UBS Financial Services INC., based in Birmingham, MI, with 42 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
325 North Old Woodward Ave, Suite 200, Birmingham, MI, 48009
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2009Other Business Activities
James serves as a trustee for multiple family-related trusts, including the Roy C. Belknap Trust, Maureen Babcock Irrev Trust, and Susan Mack Trust. These activities involve asset management and require minimal time commitment.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Prescott, Ball & Turben, INC.Broker
William Blair & CompanyBroker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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