James Munchbach
James Munchbach is a CFP, ChFC-designated registered investment advisor at Bayrock Financial, L.L.C., based in Houston, TX, with 20 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, and 1 more. Their firm serves 154 clients with $51M 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 | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
5000 Gulf Freeway, Houston, TX, 77023
Get directionsHistory
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 Professor of Personal Finance at Bauer College of Business, dedicating a few hours per week. He is also an independent insurance agent.
Employment History
Current Registrations
Bayrock Financial, L.L.C.
Previous Registrations
Tremont Street Advisors, LLC
Archetype Wealth Partners, LLC
Sta Wealth Management, LLC
Morgan Stanley
Morgan StanleyBroker
State Farm Investment Management
State Farm Vp Management CORP.Broker
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.