James Lubin is a registered investment advisor at Infiniti Wealth Management, based in Brewster, NY, with 4 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 171 clients with $190M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Durante & Waters also charges a flat fee for comprehensive wealth management services, which includes both ongoing financial planning and investment management services. These fees are negotiable but generally range from $24,000 to $36,000 annually depending on the client’s net worth.
Fee Estimator
Location
3 Starr Ridge Road, Suite 103, Brewster, NY, 10509
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Infiniti Wealth Management
State Registrations1 state
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