James Malinowski
James Malinowski is a CFP-designated registered investment advisor at The Jm Financial Planning Group, LTD., based in Mundelein, IL, with 30 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.50% |
| $2M+ | 2.00% |
Fee is negotiable based on the number of positions in the portfolio, the degree of complexity and the level of trading required. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Mundelein, IL
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 the owner of The J M Financial Planning Group, a registered investment advisor. He is also an owner involved with non-variable insurance since 1991.
Employment History
Current Registrations
The Jm Financial Planning Group, LTD.
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Comprehensive Capital Management, INC.
Comprehensive Asset Management and Servicing, INC.Broker
H. Beck, INC.Broker
Multi-Financial Securities CorporationBroker
Vermillion Financial Advisors, INC.
Vestax Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations5 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.