James Mcgarry is a CFP-designated registered investment advisor at Navellier & Associates INC, based in Hillsborough, NJ, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,303 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navellier & Associates manages investments for a fee based on a percentage of your portfolio. The annual fee typically ranges from 0.30% to 1.25% depending on the investment strategy. Fees are calculated quarterly, in advance, based on the portfolio's market value. There is no minimum fee. If you end your relationship with Navellier before the end of a quarter, you'll receive a pro-rata refund.
For Private Client Group clients, the fees are:
- $500,000 to $1,500,000: 1.00%
- $1,500,001 to $2,500,000: 0.85%
- $2,500,001 to $5,000,000: 0.70%
- Over $5,000,000: 0.60%
Accounts under $500,000 are billed at 1.25%.
Location
Hillsborough, NJ
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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 works as a Senior Director - Private Client Services at Navellier & Associates since 2014, offering private account management services. This takes about 10-20% of James's time.
Employment History
Current Registrations
Navellier & Associates INC
Previous Registrations
Matrix Capital Group, INC.Broker
Sanders Morris Harris INC.Broker
Edelman Financial Services LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
AXA Advisors, LLCBroker
AXA Advisors, LLC
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations50 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.