James Izard
James Izard is a registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Norfolk, VA, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 622 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RPC charges a fee based on the size of the retirement plan's assets, up to 1.00% annually, or a fixed fee based on the scope of the engagement. The minimum annual fee is $15,000. Fees are negotiable and may be reduced or waived at RPC's discretion. These fees do not include charges from record keepers, administrators, custodians, or brokers.
Location
150 W. Main Street, Suite 1500, Norfolk, VA, 23510
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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 is the Chairman and investment committee member of the Educational Foundation at Old Dominion University, and Chair of the Investment Committee for the Norfolk Employees' Retirement System, dedicating minimal time to each. He also serves as an advisory board member for Southern Bank, spending minimal time reviewing local bank performance and loan activity.
Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
Palladium Registered Investment Advisors
Bb&t Asset Management, INC.
State Registrations3 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.