James Senkbeil
James Senkbeil is a registered investment advisor at Benedict Financial Advisors, INC., based in Atlanta, GA, with 37 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 325 clients with $470M 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 $750K | 1.49% |
| $750K - $1.3M | 1.29% |
| $1.3M - $2.0M | 1.19% |
| $2.0M - $3.0M | 1.14% |
| $3.0M - $5.0M | 1.09% |
| $5M+ | 0.95% |
Fees may be negotiable at BFA's discretion.
Fee Estimator
Location
6000 Lake Forrest Drive, Suite 550, Atlanta, GA, 30328
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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 Activities
James provides investment advisory services through Benedict Financial Advisors, Inc., dedicating full-time hours to this activity. He also uses Benedict Financial Advisors, Inc. as a DBA for his LPL business.
Employment History
Current Registrations
Benedict Financial Advisors, INC.
LPL Financial LLCBroker
Previous Registrations
Charles Street Asset Management, LLC
LPL Financial LLC
Moore Colson Wealth Management LLC
Financial Network Investment CorporationBroker
Salomon Smith Barney INC.Broker
Spencer Trask Securities IncorporatedBroker
Painewebber IncorporatedBroker
E. F. Hutton & Company INCBroker
Sunstrand Securities Corporation, INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
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.