Jim Netzband, is a ChFC-designated registered investment advisor at Strategic Advisers LLC, based in Durham, NC, with 16 years of industry experience. Jim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
100 New Millennium Way, Durham, NC, 27709-8204
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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 →Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Allstate Financial Services, LLCBroker
Sagepoint Financial, INC.Broker
Fbl Marketing Services, LLCBroker
Allstate Financial Services, LLCBroker
Farmers Financial Solutions, LLCBroker
Farmers Financial Solutions, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Mcdonald Investments INC.Broker
State Registrations4 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.