James Beran
James Beran is a registered investment advisor at Sequent Planning, LLC, based in La Grange Park, IL, with 1 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,102 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequent Planning offers asset management services where they manage your investments. The annual advisory fee will never exceed 1.75%. The exact fee is negotiable based on factors such as the advisor, client type, and complexity of the situation. You may also incur additional charges from third parties, such as mutual fund expenses and custodian fees.
Location
La Grange Park, IL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2010Other Business ActivitiesSells Insurance
James is an insurance agent with James W Beran Insurance Agency, dedicating full-time hours to providing insurance products and services. He is also a managing member of several LLCs (17 Mechanic LLC, Top Hat Properties LLC, JMB Hickory LLC, JMB Property Group LLC, and Mainsuite Rentals LLC) involved in rental real estate, spending a few hours per week on each.
Employment History
Current Registrations
Sequent Planning, LLC
State Registrations1 state
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.