JH
JH

James Haire

6 Years of Experience
Summit, NJ

James Haire is a registered investment advisor at Brave Family Advisors, based in Summit, NJ, with 6 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 361 clients with $540M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
361 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$542.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The advisory fees charged by BFA are negotiable and on a tiered fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

47 Summit Avenue, Summit, NJ, 07901

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Brave Family Advisors
August 2019 - Present · 6 yrs 9 mos
State Registrations1 state
NJ
Advisor

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Exams
No exam information available for this advisor.