James Cochran
James Cochran is a CFP-designated registered investment advisor at Greenstone Belt Wealth Advisors, LLC, based in Chicago, IL, with 20 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 87 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GBWA's annual fee for investment management is a percentage of the value of your investments, with a maximum fee of 1.25%. The exact fee can be negotiated based on your situation, such as the size of your portfolio or family holdings. Fees are paid quarterly in advance.
Location
401 N Michigan Ave, Suite 1200, Chicago, IL, 60611
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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 ActivitiesSells Insurance
James is involved with HighPoint Planning Partners, LLC as a DBA for his LPL business, and Universal Financial Consultants, selling non-variable insurance. He also owns Jimmy Cochran, LLC for tax/investment purposes, dedicating full-time hours to it.
Employment History
Current Registrations
Greenstone Belt Wealth Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Iht Wealth Management LLC
Independent Financial Partners
LPL Financial LLCBroker
Northern Trust Securities, INC.Broker
Mutual of America Life Insurance CompanyBroker
Mutual of America Securities CorporationBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.