James Cantela
James Cantela is a CFP-designated registered investment advisor at Missionsquare Wealth Management, based in Maywood, NJ, with 14 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 Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
The wrap fee is a flat 0.30% annually, charged quarterly in arrears. Cash portions of the account are excluded from the fee. The fee is non-negotiable, though the firm may waive all or a portion in its sole discretion.
Fee Estimator
Location
Maywood, NJ
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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 →Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Retirement
Missionsquare Wealth ManagementBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Hallmark Capital Management INC
Hennion & Walsh Asset Management, INC.
Hennion & Walsh, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
First Union Securities, INC.Broker
First Union Brokerage Services, INC.Broker
Fleet Securities, INC.Broker
MML Investors Services, INC.Broker
Jw Charles Securities,inc.Broker
Reich & CO., INC.Broker
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.
Exams
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