Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
42 advisors
Number of Clients
377 clients
Average Client Portfolio
$506.5M average
Assets Under Management
$191.0B

Fee Structure

Minimum Investment:$25M

NIMBT's fees vary based on the service provided and are subject to negotiation. Fees are generally based on a percentage of assets under management and may be subject to a minimum charge. Clients will incur brokerage fees and other costs associated with their accounts. Advisory services provided to high-net-worth individuals are provided at fee rates that correspond to those outlined for institutional clients in Appendix A.

Areas of Practice
Investment Management
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Advisor Information

Office location

Gladwyne, PA

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Macquarie Investment Management Business Trust
April 2020 - Present · 5 yrs 9 mos
Delaware Distributors, L.P.
June 2004 - Present · 21 yrs 7 mos
Delaware Distributors, L.P.Broker
June 2004 - Present · 21 yrs 7 mos
Previous Registrations
Delaware Capital Management Advisers, INC
May 2019 - April 2020 · 11 mos
Sei Investments Distribution CO.Broker
June 2001 - April 2002 · 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
James Washington Fox - Financial Advisor | AdvisorDiscover