James Lentz
James Lentz is a registered investment advisor at Managed Wealth Advisors, based in Neshanic Station, NJ, with 16 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 39 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee structure can be negotiated at the time of entering the agreement; however, fees cannot be waived or reduced due to underperformance of the Portfolio.
Fee Estimator
Location
Neshanic Station, NJ
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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 works as an insurance salesperson for Raritan Valley Insurance Services, a full-service independent insurance agency. He dedicates about a quarter of his time to this activity.
Employment History
Current Registrations
Managed Wealth Advisors
State Registrations2 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.