James Cifelli is a registered investment advisor at Masterworks Advisers, LLC, based in New York, NY. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 1,045 clients with $8.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Long-Term Advisory Services charge 0.10% per annum, while Private Client Advisory Services charge up to 0.50% per annum. Fees accrue monthly and are payable upon a liquidating event.
Fee Estimator
Location
1 World Trade, 57th Floor, New York, NY, 10007
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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 →Employment History
Current Registrations
Masterworks Advisers, LLC
Previous Registrations
Independent Brokerage Solutions LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.
Exams
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