James Burnett is a CFP-designated registered investment advisor at Navigate Wealth Management, LLC, based in Birmingham, AL, with 22 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 274 clients with $430M 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 - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Location
1800 Providence Park, Suite 250, Birmingham, AL, 35242
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
James provides consulting services to an accounting firm, Conrad, Burnett, Norris & Gordon, LLC, and owns a minimal interest in Coast Busters I, LLC, a real estate company. These activities take about half of James's time.
Employment History
Current Registrations
Navigate Wealth Management, LLC
Previous Registrations
Stonebridge Advisors, LLC
State Registrations1 state
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