James Vorchheimer
James Vorchheimer is a CFP-designated registered investment advisor at Integrated Financial Consulting, LLC, based in Airmont, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 4 more. Their firm serves 89 clients with $140M 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 | 1.50% |
Investment management fees range from 1% to 1.5% of assets under management depending on portfolio size when no financial planning services are provided. Fees are negotiable.
Fee Estimator
Contact
James Vorchheimer
Location
365 Route 59, Suite 251, Airmont, NY, 10952
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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
Integrated Financial Consulting, LLC
State Registrations1 state
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