James Pazderak is a registered investment advisor at Covenant Wealth Advisors, based in Marblehead, OH, 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, High Net Worth, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Annual fee generally varies between 0.15% and 0.70% depending upon the market value of the assets under management and the type of investment or wealth management services to be rendered. On smaller accounts (e.g. less than $250,000), a minimum fixed fee of $500 per quarter is charged. Fees may be negotiable.
Fee Estimator
Location
Marblehead, OH
Get directionsHistory
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 the founder, president, and sole owner of Covenant Financial Group LTD, a CPA firm providing tax and accounting services since 2007. He spends about 10-20% of his time on this activity, with minimal time during securities trading hours.
Employment History
Current Registrations
Covenant Wealth Advisors
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.