James Machinchick
James Machinchick is a CFP-designated registered investment advisor at Inflection Capital Management, LLC, based in San Francisco, CA, with 15 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are tailored individually by client need, negotiated and agreed upon at the beginning of the relationship.
Fee Estimator
Location
1 Sansome Street, Suite 1400, San Francisco, CA, 94104-4436
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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 partner in Topside Realty, LLC, managing an Air BNB rental property, dedicating minimal time. He also serves as Chief Planning Officer for The Oglethorpe Collective, LLC, spending nearly full-time hours on this role.
Employment History
Current Registrations
Inflection Capital Management, LLC
Previous Registrations
Lake Street Advisors
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations3 states
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