Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm provides investment management services to advisors, who then work with their clients. Envestnet does not directly set fees for clients. Clients should consult their advisor's Form ADV Part 2 for a description of the advisor's specific use of Envestnet and the programs, including fee information. Envestnet may receive fees from fund families or third-party model providers, creating potential conflicts of interest.
Areas of Practice
Advisor Information
Office location
Tinley Park, IL
Get directionsRegulatory 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.
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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.