James Masloff
James Masloff is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Charlottesville, VA, with 38 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B 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 annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
941 Glenwood Station Lane, Suite 201, Charlottesville, VA, 22901
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a managing member of Cedar Point, LLC, which owns a family vacation home, and owns 100% of James M. Masloff LLC, which owns 50% of Clarity Wealth Partners LLC, a support company. He is also a 50% owner of DMFA, LLC, managing a rental property, and provides health insurance coordination through Financial Group of Virginia.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
MML Investors Services, INC.
MML Investors Services, INC.Broker
Forth Financial Securities, CorporationBroker
State Registrations24 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
More Advisors
- Julia Reichard, CFPRaymond James Financial Services Advisors, INC
- John Dean, CFPRaymond James Financial Services Advisors, INC
- Megan ShifflettRaymond James Financial Services Advisors, INC
- William Wolfe, CFPWells Fargo Advisors
- Peter Tuz, CFA, CFPChase Investment Counsel Corporation
- Greg Vairo, CFPMarotta Wealth Management, INC.