James Bruton
James Bruton is a registered investment advisor at Bruton Chisnell Advisors, LLC, based in Downingtown, PA, with 28 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, Investment Management, Retirement Planning. Their firm serves 689 clients with $760M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.30% |
| $15M+ | 0.30% |
Fees negotiable for accounts over $15,000,000. The Firm reserves the right to charge a minimum fee of 1.50% on accounts that are under $150,000 in value.
Fee Estimator
Location
521 East Lancaster Avenue, Downingtown, PA, 19335
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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 ActivitiesSells Insurance
James is a registered representative with Valmark Securities, Inc. since 2005, spending about 10-20% of his time in this role. He is also an insurance agent with Executive Insurance Agency, Inc. since 2005, dedicating a few hours per week, and a trustee for a family, spending minimal time on this activity.
Employment History
Current Registrations
Bruton Chisnell Advisors, LLC
Valmark Securities, INC.Broker
Previous Registrations
Bruton Financial Advisors, LLC
Walnut Street Advisers INC
American Financial Management Group, LTD.
Ifg Russell Advisors INC
Walnut Street Securities, INC.Broker
State Registrations16 states
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.