James Sinopoli
James Sinopoli is a PFS-designated registered investment advisor at Sinopoli & Sinopoli Financial Services, LLC, based in East Syracuse, NY, 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 Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 36 clients with $15M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
S&SFS’s minimum portfolio size is $250,000. All accounts for members of the client’s family (husband, wife and dependent children) or related business may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
6323 Fly Road, Suite 1, East Syracuse, NY, 13057
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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.
Learn about disclosures →Other Business Activities
James works as an accountant for Sinopoli & Sinopoli CPAs, P.C., providing accounting, tax, and consulting services. This is a full-time commitment during securities trading hours.
Employment History
Current Registrations
Sinopoli & Sinopoli Financial Services, LLC
State Registrations2 states
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