James Ezegelian
James Ezegelian is a registered investment advisor at Spirit of America Management CORP, based in Syosset, NY, 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 Investment Management, Retirement Planning. Their firm serves 21 clients with $540M 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 $100K | 1.67% |
| $100K - $500K | 1.62% |
| $500K - $1.0M | 1.52% |
| $1.0M - $2.5M | 1.40% |
| $2.5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
477 Jericho Turnpike, Syosset, NY, 11791-9006
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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
Spirit of America Management CORP
David Lerner Associates, INC.Broker
State Registrations21 states
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
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