James Latimer is a registered investment advisor at Siebert Advisornxt, LLC., based in New York, NY, 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. Their firm serves 786 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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
The fee schedule is the starting point for negotiation. Siebert negotiates fees with clients and may charge a lesser or greater management fee than listed.
Fee Estimator
Location
300 Vesey Street, 5th Floor, New York, NY, 10282
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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 dual employee and Investment Advisor Representative for Siebert AdvisorNxt, LLC, an investment advisory firm. He dedicates full-time hours to this role, splitting his time evenly between Siebert AdvisorNxt and Muriel Siebert & Co., LLC.
Employment History
Current Registrations
Siebert Advisornxt, LLC.
Muriel Siebert & CO., LLC
Muriel Siebert & CO., LLCBroker
Previous Registrations
Stockcross Financial Services
Stockcross Financial Services
Stockcross Financial Services, INC.Broker
Select Advisory Services, LLC
Tradestar Investments,inc.Broker
Fiserv Investor Services, INC.Broker
Banc One Securities CorporationBroker
Tradestar Investments,inc.Broker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations16 states
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