James Beindorf
James Beindorf is a registered investment advisor at Spirepoint Private Client, LLC, based in Vero Beach, FL, with 5 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 799 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SpirePoint's annual investment management fee, which includes financial planning, is based on the total value of your investments. The fee can be a fixed percentage, a fixed dollar amount, or a tiered schedule. The annual fee ranges up to 1.5%. Fees are assessed monthly, in advance, based on the value of your account at the end of the billing period. There may be a minimum annual fee.
Location
830 Azalea Lane, Vero Beach, FL, 32963
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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 a financial advisor/IAR with Spire Point Private Client, and an agent for two independent insurance agencies. He also serves on the board of Child Care Resources and the Indian River Estate Planning Council, is a partner in J L Beindorf Enterprises, LLC, is on the finance committee for St. Helen Catholic Church, and is a minority owner of a restaurant. The insurance activities take a few hours per week.
Employment History
Current Registrations
Spirepoint Private Client, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations12 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.