James Martinelli is a registered investment advisor at Jdn Financial LLC, based in Glenview, IL, with 17 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, Insurance Planning, and 3 more. Their firm serves 6 clients with $1.1M 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 $20K | 2.00% |
| $20K - $40K | 1.75% |
| $40K - $60K | 1.50% |
| $60K - $80K | 1.25% |
| $80K+ | 1.00% |
Fees are negotiable. Qualified investors may be charged an asset based management fee of 2.00% on all assets under management and a performance based fee of 20% of net profits above a mutually agreed upon high water mark set quarterly and reset annually.
Fee Estimator
Location
Glenview, IL
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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 →Other Business ActivitiesSells Insurance
James works as an independent insurance agent, including selling equity indexed annuities, in addition to his RIA business.
Employment History
Current Registrations
Jdn Financial LLC
Previous Registrations
Park Avenue Securities LLC
State Registrations2 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.