James Decosta
James Decosta is a registered investment advisor at Sandbox Financial Partners, LLC, based in Bethesda, MD, with 42 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 526 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sandbox Financial charges a percentage of your portfolio annually, ranging from 0.50% to 1.50%. The fee is based on the value of your portfolio at the end of the previous quarter and is paid in advance each quarter. Fees may be negotiable. If Sandbox Financial recommends an independent manager, the total fee will not exceed 2.00% annually.
Location
6903 Rockledge Drive, Suite 300, Bethesda, MD, 20817
Get directionsHistory
Regulatory History (2)
Judgment / Lien
May 2011Judgment / Lien
October 2005Other Business ActivitiesSells Insurance
James is an independent insurance agent selling disability, life/accident/health, long-term care, and individual/group medical insurance since 1983. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Sandbox Financial Partners, LLC
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
Esi Financial Advisors
Equity Services, INC.Broker
Washington Square Securities, INC.Broker
Reliastar Financial Marketing CORP.Broker
Aetna Life Insurance and Annuity CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.