Cengiz Ozdemir is a registered investment advisor at Arman James Investments, based in Millburn, NJ, with 14 years of industry experience. Cengiz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 135 clients with $26M 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 | 1.00% |
Management fee is 2% for non-accredited investors. For accredited investors (net worth over $1,500,000 with spouse), the management fee is 1% plus a performance fee of 20% of returns exceeding 4% annually.
Fee Estimator
Location
Millburn, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Arman James Investments
Previous Registrations
Arman James Investments
State Registrations1 state
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