Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for 401(k) plan management range from 0.25% to 0.50% of assets under management and are negotiable. Financial planning fees range from $100 to $250 per hour or a flat rate of $1,000 to $5,000, depending on the complexity. As a fee-paying client, you are not obligated to purchase other investment or insurance products from them.
Areas of Practice
Advisor Information
Office location
801 Cambridge Street, Cambridge, MA, 02141
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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 ActivitiesSells Insurance
James is the president of The CIP Group, an insurance agency and HR/benefit administration company, which is a full-time commitment. He also owns multiple real estate holding companies, Safehire Investigations (employment background checks), and is a licensed real estate agent, dedicating minimal time to each. Finally, James spends a few hours per week with Davinci Capital Management Inc, a broker dealer and registered investment advisor.