James Beenders is a CFP-designated registered investment advisor at Tiller Private Wealth, INC., based in Bethlehem, PA, with 19 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 348 clients with $730M 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 | 1.15% |
The maximum annual investment management fee is 1.15%. A minimum of $1 million of assets under management is required for this service, though this may be negotiable.
Fee Estimator
Location
1412 Walter Street, Bethlehem, PA, 18015
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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 →Other Business Activities
James is a landlord for rental properties in Nags Head, NC, since 1995. He spends a few hours per week on this activity.
Employment History
Current Registrations
Tiller Private Wealth, INC.
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.