JC
JC
James Crew is a registered investment advisor at Nirvana Analytics, LLC, based in Pepper Pike, OH, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 59 clients with $13M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
59 clients
Average Client Portfolio
$225K average
Assets Under Management
$13.3M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
30050 Chagrin Blvd Suite 330, Pepper Pike, OH, 44124
Get directionsHistory
Regulatory History (9)
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Judgment / Lien
August 2016Judgment / Lien
January 2013Judgment / Lien
January 2013Judgment / Lien
October 2012Judgment / Lien
May 2012Customer Dispute
July 1999Settled
Customer Dispute
September 1995Settled
Employment Separation After Allegations
December 1991Customer Dispute
January 1990Dismissed
Employment History
Current Registrations
Nirvana Analytics, LLC
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Paradigm Institutional Investments LLC
January 2023 - October 2023 · 9 mos
Paradigm Institutional Investments LLC
May 2022 - December 2022 · 7 mos
State Registrations1 state
OH
Advisor
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
No exam information available for this advisor.