James Simon
James Simon is a CFP-designated registered investment advisor at Renew Wealth Management LLC, based in Alexandria, VA, with 17 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, Investment Management, and 1 more. Their firm serves 12 clients with $35M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Subject to a minimum annual fee of $6,000. Fees may be negotiable.
Fee Estimator
Location
277 South Washington Street, Suite 210, Alexandria, VA, 22314
Get directionsHistory
Regulatory History (1)
Criminal
January 2005Other Business ActivitiesSells Insurance
James is a licensed insurance professional, dedicating minimal time to this non-investment related activity. He also serves as an Operations Officer and Artillery Officer, spending about 10% of his time on these roles, and is a member of the Department of Defense Investment Board's Investment Advisory Committee, dedicating a few hours per week.
Employment History
Current Registrations
Renew Wealth Management LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations4 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.