James Funck is a registered investment advisor at Baltimore Avenue Investments, LLC, based in Towson, MD, with 23 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. Their firm serves 78 clients with $11M 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 $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees are negotiable depending on the needs of the client and complexity of the situation. For clients charged monthly, the fees are 0.04% on accounts over $1,000,000 and 0.05% for accounts under $1,000,000. For a negotiated fee of less than the maximum, Baltimore Avenue Investments will charge 1%.
Fee Estimator
Location
606 Baltimore Avenue, Suite 203, Towson, MD, 21204
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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
Baltimore Avenue Investments, LLC
Previous Registrations
Baltimore Avenue Investments, LLC
Investors Security Company, INC.
State Registrations1 state
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