James Denny
James Denny is a registered investment advisor at Financial Freedom House, based in Waterford, MI, with 25 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 525 clients with $190M 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 $50K | 1.50% |
| $50K - $100K | 1.35% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1M+ | 0.40% |
This account fee schedule does not include internal mutual fund/ETF expenses, platform/recordkeeping fees, or any fees charged by the account custodian, or other service providers. Cygnet reserves the right to negotiate lower fees with clients.
Fee Estimator
Location
6515 Highland Rd, Suite 240, Waterford, MI, 48327-1668
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 managing partner at CAER LLC, acting as a fiduciary advisor to retirement plans, dedicating about 10-20% of his time. He is also a managing partner and insurance agent at Cygnet Strategies LLC, spending minimal time soliciting life, disability, and fixed annuity business.
Employment History
Current Registrations
Financial Freedom House
Previous Registrations
Cygnet Financial Freedom House
Triad Advisors, INC.Broker
Equity Services, INC.Broker
New England SecuritiesBroker
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.