James Korzik
James Korzik is a registered investment advisor at First Light Wealth Advisors, LLC, based in Little Falls, NJ, with 19 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Investment Management, Retirement Planning. Their firm serves 93 clients with $97M 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 | 1.50% |
Management fee varies between 0.30% and 1.50%, depending upon the size and composition of a client’s portfolio and the type of services rendered. For asset management services the Firm provides with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), FLWA may negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
76 East Main Street, Second Floor, Little Falls, NJ, 07424
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
James is a licensed marine captain, dedicating a few hours per week to operating fishing and recreational vessels. He also works as an independent insurance broker for multiple health insurance companies and owns RJE Investments, LLC, a passive investment company holding a small percentage in a pharmaceutical company.
Employment History
Current Registrations
First Light Wealth Advisors, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
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.