James Brazil is a CFP, PFS-designated registered investment advisor at Jmf Capstone Wealth Management, based in Tuscaloosa, AL, 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 Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 219 clients with $420M 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 $500K | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees and account minimums may be negotiable in certain circumstances. Independent managers recommended by JMF Capstone Wealth Management may charge additional fees ranging from 0.03% to 0.47% annually.
Fee Estimator
Location
2200 Jack Warner Parkway Ne, Suite 300, Tuscaloosa, AL, 35401
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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 Activities
James is a CPA since 2014, operating under JamisonMoneyFarmer. He dedicates nearly all of his business time to this accounting practice.
Employment History
Current Registrations
Jmf Capstone Wealth Management
State Registrations1 state
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.
Exams
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