Cilimberg James is a ChFC-designated registered investment advisor at Foresight Financial Advising LLC, based in Vestavia, AL, with 2 years of industry experience. Cilimberg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. 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 also charges a wrap fee of up to 0.15%. Foresight's fee is negotiable based upon certain criteria.
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
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