James Petitpren
James Petitpren is a registered investment advisor at Greenstone Belt Wealth Advisors, LLC, based in Chicago, IL, with 18 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, High Net Worth, Retirement Planning, and 1 more. Their firm serves 87 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GBWA's annual fee for investment management is a percentage of the value of your investments, with a maximum fee of 1.25%. The exact fee can be negotiated based on your situation, such as the size of your portfolio or family holdings. Fees are paid quarterly in advance.
Location
401 N Michigan Ave, Suite 1200, Chicago, IL, 60611
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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.
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James provides investment advisory services through Greenstone Belt Wealth Advisors, an independent investment advisor firm, dedicating full-time hours to this activity. He has been involved with Greenstone Belt Wealth Advisors since 2016.
Employment History
Current Registrations
Greenstone Belt Wealth Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Orba Wealth Advisors, LLC
Iht Wealth Management LLC
BMO Harris Financial Advisors, INC.Broker
Northern Trust Securities, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
LPL Financial Corporation
LPL Financial CorporationBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 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.