James Burnor is a registered investment advisor at Croak Capital, based in Toledo, OH, with 13 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, Investment Management, Retirement Planning. Their firm serves 824 clients with $300M 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 | 1.35% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1M+ | 0.95% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
432 N Superior St., Toledo, OH, 43604
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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 involved with Burnor Insurance Agency selling life, property/casualty, and health insurance since 2005. He is also a member of JEB Northwest Ohio LLC (rental property), a real estate appraiser for Burnor Appraisal Service, and involved in insurance sales with CAM Insurance LLC, dedicating minimal time to the latter.
Employment History
Current Registrations
Croak Capital
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.