JK
CFP
JK
CFP

James Kilcommons

22 Years of Experience
Princeton, NJ
1 Disclosure

James Kilcommons is a CFP-designated registered investment advisor at Princeton Global Asset Management LLC, based in Princeton, NJ, with 22 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, Financial Planning & Coaching, Investment Management, Real Estate Investing, and 2 more. Their firm serves 442 clients with $780M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
442 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$782.8M

Fee Structure

Minimum Investment:$1M

PGAM's fees are based on a percentage of the value of your portfolio and are typically charged quarterly. The specific fee is negotiable, but PGAM will not assess any advisory fee in excess of 1.50%. You may also incur brokerage commissions and other fees.

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Location

17 Hulfish Street, Suite 240, Princeton, NJ, 08542

Get directions

History

Regulatory History (1)
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Customer Dispute
May 2006
Denied
Employment History
Current Registrations
Princeton Global Asset Management LLC
April 2024 - Present · 2 yrs
Previous Registrations
People's Securities, INC.
October 2010 - July 2014 · 3 yrs 9 mos
Blackrock Investment Management, LLC
September 2006 - December 2008 · 2 yrs 3 mos
Merrill Lynch Investment Managers LP
October 1991 - September 2006 · 14 yrs 11 mos
State Registrations1 state
NJ
Advisor

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.

Exams
No exam information available for this advisor.
James Kilcommons - Financial Advisor | TrueAdvisor