JC
CFP
JC
CFP

James Nicholas Colao

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
2,362 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$350K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees can be negotiated based on special circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

555 Croton Road, Suite 210, King of Prussia, PA, 19406

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Girard Advisory Services, LLC
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Vanguard Advisers, INC.
October 2022 - March 2024 · 1 yr 5 mos
Vanguard Marketing CorporationBroker
October 2022 - March 2024 · 1 yr 5 mos
Fidelity Personal and Workplace Advisors
July 2018 - September 2022 · 4 yrs 2 mos
Strategic Advisers LLC
February 2017 - July 2018 · 1 yr 5 mos
Fidelity Brokerage Services LLCBroker
February 2017 - September 2022 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - February 2017 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2015 - February 2017 · 1 yr 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.