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, Investment Management, and 3 more. Their firm serves 80 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFC may charge an annual fee for investment management services when no financial planning services are provided. This fee is negotiable and ranges between 1% and 1.5% of the value of your portfolio, depending on the amount managed by IFC.
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.
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Current Registrations
Integrated Financial Consulting, LLC
State Registrations1 state
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