James Mohamdein is a registered investment advisor at Social Justice Capital LLC, based in Bethlehem, PA, with 4 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable based upon certain criteria. Also, to be noted, at times fees will exceed the money market yield.
Fee Estimator
Location
Bethlehem, PA
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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 works as an actor/musician as an independent contractor, dedicating about 10-20% of his time to this. He also works as an independent contractor selling solar panel systems, dedicating a few hours per week.
Employment History
Current Registrations
Social Justice Capital LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Vanguard Marketing CorporationBroker
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.