James Frazin
James Frazin is a CFP-designated registered investment advisor at Communitas Financial Planning Pbc, based in Oakland, CA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Communitas does not manage your investment portfolio directly. Instead, the firm recommends and coordinates with third-party investment managers who handle your investments, particularly focusing on socially responsible investing portfolios.
- The third-party investment managers charge an annualized fee that generally ranges from 1.00% to 1.80% of the value of your portfolio, depending on the program and account size.
- Communitas receives a portion of this fee, up to 1.00% of the total assets managed, for its consultation and coordination services.
- These fees are separate from any underlying mutual fund or exchange-traded fund expenses.
Location
Oakland, CA
Get directionsHistory
Regulatory History (1)
Criminal
July 1969Employment History
Current Registrations
Communitas Financial Planning Pbc
Previous Registrations
First Affirmative Financial Network LLC
State Registrations5 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.
Exams
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