JC
JC
James Czubek
21 Years of Experience
Suamico, WI
1 DisclosureBroker
James Czubek is a registered investment advisor at Associated Investment Services, INC., based in Suamico, WI, with 21 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,852 clients with $1.2B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
42 advisors
Number of Clients
3,852 clients
Average Client Portfolio
$304K average
Assets Under Management
$1.2B
Fee Structure
Minimum Investment:$5K
Planning is included in investment management
Minimum Annual Fee:$150
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $175K | 1.81% |
| $175K - $250K | 1.71% |
| $250K - $350K | 1.68% |
| $350K - $500K | 1.63% |
| $500K - $750K | 1.61% |
| $750K - $1.0M | 1.46% |
| $1.0M - $1.5M | 1.42% |
| $1.5M - $2.0M | 1.29% |
| $2.0M - $5.0M | 1.28% |
| $5M+ | 0.93% |
Rates reflect the maximum range for Fund Strategist Portfolios. Separately Managed Accounts range from 2.12% to 0.81%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
3501 Veterans Ave., Suamico, WI, 54173
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2025Settled
Employment History
Current Registrations
Associated Investment Services, INC.Broker
June 2019 - Present · 7 yrs 4 mos
Associated Investment Services, INC.
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Thrivent Investment Management INC.
November 2004 - June 2019 · 14 yrs 7 mos
Thrivent Investment Management INC.Broker
October 2004 - June 2019 · 14 yrs 8 mos
State Registrations9 states
CACOFLIAILMIOHOKWI
AdvisorBrokerBoth
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
No exam information available for this advisor.
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