James Freeman
James Freeman is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Georgetown, MA, with 40 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
Georgetown, MA
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Regulatory History (1)
Regulatory
July 2002Other Business ActivitiesSells Insurance
James is an agent at Cantella Insurance Agency, dedicating minimal time to this role. He also owns real estate and uses Juliad Enterprises as a DBA, spending minimal time on each. Finally, he has an IAR affiliation with CIRA, dedicating full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Financial Network Investment CorporationBroker
Sunamerica Securities, INC.Broker
Anchor National Financial Services, INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations43 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.