James Gift
James Gift is a CFP-designated registered investment advisor at Juno Financial Group LLC, based in Richmond, VA, with 14 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 321 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.30% |
| $10M+ | 0.15% |
Clients with assets at or above $10 million may negotiate a fixed fee.
Fee Estimator
Location
1802 Bayberry Court, Suite 203, Richmond, VA, 23226
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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 Investment Advisor Representative for Kestra Advisory Services, LLC, dedicating nearly full-time hours. He is also a junior board member at The Faison Center and an employee at Juno Financial Group, where he provides financial planning, investment advisory, and wealth management services, working more than full-time hours.
Employment History
Current Registrations
Juno Financial Group LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
M&t Securities, INC.
M&t Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.