James Brewer is a CFP-designated registered investment advisor at Envision Wealth Planning INC., based in Chicago, IL, with 20 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 107 clients with $22M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees are generally not negotiable for new clients, but may be negotiable for grandfathered clients based on historical relationships and account composition.
Fee Estimator
Location
1 W Monroe St., Suite 3-113, Chicago, IL, 60603
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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 →Other Business Activities
James is a contributor to Forbes.com since 2018. This activity requires minimal time.
Employment History
Current Registrations
Envision Wealth Planning INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
B. C. Ziegler and CompanyBroker
B. C. Ziegler and Company
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations3 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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