James Suazo is a ChFC-designated registered investment advisor at Baron Financial Group LLC, based in Fair Lawn, NJ, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 334 clients with $340M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Discounts may be offered to family members and friends of associated persons of the firm and charitable organizations. Fees may be negotiable.
Fee Estimator
Contact
James Suazo
Location
16-00 Route 208 South, Suite 104, Fair Lawn, NJ, 07410-2504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Baron Financial Group LLC
State Registrations2 states
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Exams