James Duronio is a registered investment advisor at Covenant Capital Advisors, LLC, based in Longwood, FL, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 8 clients with $3M 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 | 0.80% |
| $500K - $1.0M | 0.70% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable and paid quarterly in arrears based on assets under management.
Fee Estimator
Location
Longwood, FL
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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 member of Duronio Construction, LLC, which is not actively doing business. He also provides investment consulting and back-office support services to William Mack & Associates, Inc., taking about half of his time.
Employment History
Current Registrations
Covenant Capital Advisors, LLC
William Mack & Associates INC
Previous Registrations
Lamco Advisory Services INC.
Ljpr Financial Advisors
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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