James Birks is a registered investment advisor at Birks Financial CORP., based in Mclean, VA, with 29 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, Retirement Planning. Their firm serves 159 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Minimum annual fee of $12,500 may be waived. Fees may be negotiable for specialized services or family members/employees.
Fee Estimator
Location
1749 Old Meadow Rd., Suite 100, Mclean, VA, 22102
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 an agent for various insurance companies, including Signator Insurance Agency (John Hancock Life Insurance Company), since 1989, selling insurance products for commission. This activity takes about half of his time.
Employment History
Current Registrations
Birks Financial CORP.
State Registrations2 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.