Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are calculated based on total assets per household. Customers will receive advance billing notice either on statement or in an invoice. The fee will be deducted from the account monthly up to through National Financial and Folio in arrears, quarterly in arrears at RBC Clearing, Schwab, Delta and Equity Trust Advisor Solutions and quarterly in advance at AssetMark and Empirical Asset Management. CCMA can charge an hourly fee which is provided upon request only to provide analysis of stock, non-stock, bond financial investments, insurance, estate, and tax planning. The fee will range from $200 an hour to $500 an hour based on the complexity of the analysis.
Areas of Practice
Advisor Information
Office location
4722 Main Street, Lisle, IL, 60532
Get directionsRegulatory History (6)
Judgment / Lien
January 2020Judgment / Lien
May 2019Employment Separation After Allegations
December 2012Customer Dispute
September 2010Customer Dispute
August 2010Customer Dispute
April 2002Other Business ActivitiesSells Insurance
James is involved with American Trust Insurance Group, Inc. in insurance sales since 1993, dedicating minimal time. He is also an Investment Advisor Representative with American Trust Investment Services Advisory, Inc. since 2020, dedicating nearly full-time hours, and a head hockey coach since 2010, dedicating about a quarter of his time.