Cilimberg James is a ChFC-designated registered investment advisor at Foresight Financial Advising LLC, based in Vestavia, AL, with 3 years of industry experience. Cilimberg 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 15 clients with $1.1M 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 | 0.90% |
Betterment charges an additional fee of up to 0.15% for wrap program services. Fees are negotiable based on factors such as historical relationships and asset types.
Fee Estimator
Location
Vestavia, AL
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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.
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Cilimberg works as a physician assistant at Ascension Hospital since August 2022. This non-investment related activity takes about half of his time, including during trading hours.
Employment History
Current Registrations
Foresight Financial Advising LLC
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
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