James Munson is a registered investment advisor at Wealthplan Investment Management LLC, based in Garnet Valley, PA, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,145 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthPlan Investment Management provides investment management services for an annual fee that will not exceed 2.00% of the value of your portfolio. The specific fee schedule is negotiable and outlined in your agreement. Fees are generally billed quarterly in advance, based on the portfolio value at the end of the prior quarter. Clients also pay brokerage expenses and other investment-related fees.
Location
Garnet Valley, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the President of Enable Your Enterprise LLC, a consulting business focused on AI and transformation services. This activity takes up a full-time commitment.
Employment History
Current Registrations
Wealthplan Investment Management LLC
State Registrations1 state
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