James Travisano is a registered investment advisor at Covington & Associates, INC., based in Westfield, NJ, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.5% to 1% depending on the client's individual situation and investment strategy.
Fee Estimator
Location
597 Westfield Ave, Westfield, NJ, 07090-3300
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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
Covington & Associates, INC.
Previous Registrations
Covington & Associates, INC.
Citigroup Global Markets INC.
State Registrations1 state
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