James Greco
James Greco is a registered investment advisor at Csi Group Advisors, LLC, based in Wall Township, NJ, with 12 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
CSI Group Advisors charges a quarterly fee for investment management, not to exceed 2.50% annually. The exact fee is negotiable based on the scope and complexity of services, assets managed, and the overall client relationship. Clients receive statements from the custodian detailing account holdings, transactions, and fees. Fees are exclusive of brokerage and transaction costs.
Location
1599 Highway 34 Ste 2, Wall Township, NJ, 07727
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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 ActivitiesSells Insurance
James is an owner of CSI Group Business Solutions, LLP (tax prep/accounting/CPA), CSI Realty Group, Inc (real estate brokerage), and CSI Group South, LLC (business entity for tax/investment purposes). He also works with CSI Retirement Services, LLC (non-variable insurance) and is a notary, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Csi Group Advisors, LLC
LPL Financial LLC
Previous Registrations
Csi Advisory Group, LTD
Harper Associates, LLC
State Registrations1 state
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