James Merrill is a registered investment advisor at Binnacle Financial Group LLC, based in Silver Spring, MD, with 3 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 5 clients with $19M 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 | 1.00% |
Fee is negotiable.
Fee Estimator
Location
Silver Spring, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Binnacle Financial Group LLC
State Registrations1 state
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