James Burns is a CFA-designated registered investment advisor at J.w.burns & Company, INC., based in Dewitt, NY, with 4 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. Their firm serves 631 clients with $1B 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 | 1.00% |
Fees are negotiable up to 1.00%. Fees shall differ based upon various objective and subjective factors.
Fee Estimator
Location
5789 Widewaters Parkway, Dewitt, NY, 13214
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
J.w.burns & Company, INC.
State Registrations2 states
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