James Berman is a registered investment advisor at Jbglobal.com LLC, based in New York, NY, with 16 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 50 clients with $120M 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 $200K | 1.50% |
| $200K - $300K | 1.25% |
| $300K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.95% |
Fees and account minimums may be negotiable.
Fee Estimator
Location
41 East 11th Street, 11th Floor, New York, NY, 10003
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
James is an adjunct instructor at NYU SPS since 1998, teaching a corporate finance class, dedicating about 10-20% of his time. He also contributes one article per month on value investing to Forbes.com, spending minimal time on this activity.
Employment History
Current Registrations
Jbglobal.com LLC
Previous Registrations
Independent Financial Partners
State Registrations2 states
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