James Murray
James Murray is a CFP-designated registered investment advisor at Jadim Wealth Management, LLC, based in Santa Monica, CA, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 42 clients with $23M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
JADIM may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Location
100 Wilshire Boulevard, Suite 700, Santa Monica, CA, 90401
Get directionsHistory
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 is an independent insurance agent since 2003, dedicating a few hours per week to insurance sales. He is also a managing member of Cobalt Archive, LLC, a web archiving platform, spending about 10-20% of his time on management of the business.
Employment History
Current Registrations
Jadim Wealth Management, LLC
Previous Registrations
LPL Financial LLC
State Registrations6 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.