James Danovich is a registered investment advisor at Advisory Services Network, based in Phoenix, AZ, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
7227 N 16th Street Ste 230, Phoenix, AZ, 85020
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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 the proprietor of Danovich Financial and Tax Services, PLLC (formerly James V. Danovich CPA), an accounting and tax practice, since 1991. He dedicates full-time hours to this activity, with reduced hours during securities trading.
Employment History
Current Registrations
Advisory Services Network
Calton & Associates, INC.Broker
Calton & Associates, INC.
Previous Registrations
Money Concepts Capital CORPBroker
State Registrations6 states
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