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James Winchester

CBIZ Investment Advisory Services, LLC
27 Years of Experience
Woodstock, GA
BrokerSells Insurance
View SEC Summary
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James Winchester is a registered investment advisor at CBIZ Investment Advisory Services, LLC, based in Woodstock, GA, with 27 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,850 clients with $13B in assets under management.

CBIZ Investment Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
91 advisors
Number of Clients
2,850 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$12.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally range from 0.10% to 2.0% depending on the program, account size, complexity, and services selected. Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

625 Molly Lane, Suite 160, Woodstock, GA, 30189

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

James works as a producer for CBIZ Benefits & Insurance Services, Inc., which is not investment-related. This takes a few hours per week.

Employment History
Current Registrations
CBIZ Investment Advisory Services, LLC
September 2017 - Present · 9 yrs 1 mo
CBIZ Financial Solutions, INC.Broker
April 2005 - Present · 21 yrs 6 mos
Previous Registrations
CBIZ Wealth Management, LLC
June 2010 - May 2011 · 11 mos
CBIZ Retirement Plan Advisory Services
June 2003 - December 2021 · 18 yrs 6 mos
National Planning Corporation ("npc of America" in Fl & Ny)
April 2003 - April 2005 · 2 yrs
National Planning CorporationBroker
February 2000 - April 2005 · 5 yrs 2 mos
Vestax Securities CorporationBroker
January 1999 - December 1999 · 11 mos
State Registrations7 states
ALFLGAMSNCOHSC
AdvisorBrokerBoth

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
No exam information available for this advisor.
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