James Conybear is a CFP-designated registered investment advisor at Envestnet Pmc, based in Tinley Park, IL, with 2 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,021,610 clients with $530B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Envestnet's fees vary depending on the program and the managers selected. These fees do not include advisor fees, which generally range from 0.80% to 1.10%. Mutual funds and ETFs also have internal operating expenses. When Tax Overlay or Values Overlay Services are used, there is an additional fee of 0.02% - 0.10%.
Location
Tinley Park, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James works as an independent contractor teaching economics to undergraduate and graduate students at Roosevelt University. He spends about a quarter of his time on this activity, with a few hours per week dedicated to trading.
Employment History
Current Registrations
Envestnet Pmc
Previous Registrations
Fidelity Institutional Wealth Adviser LLC
Fidelity Distributors Company LLCBroker
State Registrations1 state
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