James Marshall is a registered investment advisor at Jm Advisors, LLC, based in Albany, NY, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 23 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
JM Advisors provides investment advice as part of its financial planning services. The firm does not manage client accounts or have the authority to make trades. Clients implement the investment recommendations themselves. The fees are based on a retainer basis, which are priced based on the complexity and frequency of work. Retainer fees range from a minimum of $2,500 and up.
Location
125 Wolf Road, Suite 203, Albany, NY, 12205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Jm Advisors, LLC
State Registrations1 state
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