James Driscoll
James Driscoll is a registered investment advisor at Rise North Capital Investment Advisors, based in Braintree, MA, with 22 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, Insurance Planning, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
RNCIA uses co-advisors for investment management. The total maximum annual fee is 2.0%, which includes the co-advisor's fee of 0.70%. The annual fee is negotiable.
Fee Estimator
Location
25 Braintree Hill Office Park, Braintree, MA, 02184
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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 →Employment History
Current Registrations
Rise North Capital Investment Advisors
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Eagle Strategies LLC
Nylife Securities LLCBroker
Park Avenue Securities LLCBroker
Guardian Investor Services LLCBroker
Sun Life of Canada (U.S.) Distributors, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Signator Investors, INC.Broker
State Registrations3 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.