James Francis is a registered investment advisor at Sc&h Wealth, based in Hunt Valley, MD, with 3 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 8 more. Their firm serves 676 clients with $1.2B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Schedule reflects SC&H Wealth Management rates. SC&H Core uses a separate fee schedule starting at 1.65% for accounts up to $50,000 with no minimum annual fee. Fees are negotiable.
Fee Estimator
Location
226 Schilling Circle, Ste 300, Hunt Valley, MD, 21031
Get directionsHistory
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's employer, benefits, and payroll provider is SC&H Group, Inc., the parent company of SC&H Financial Advisors, Inc. James participates in corporate, social, community service, and training activities organized by SC&H Group as needed in the normal course of business.
Employment History
Current Registrations
Sc&h Wealth
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.
Exams
More Advisors
- Mark Degroat, CFP, ChFCSc&h Wealth
- Robin Patalon, CFPSc&h Wealth
- Benjamin Tracy, CFPSc&h Wealth
- Angelo Romano, CFPSc&h Wealth
- Jerrin Toomey, CFPSc&h Wealth
- Jaewon Lee, CFPSc&h Wealth