James Mcsweeney
James Mcsweeney is a registered investment advisor at Cip Capital Management, LLC, based in Cambridge, MA, with 37 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 8 clients with $2.6M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Financial planning fees may range from $100 to $250 per hour or a flat rate of $1,000 to $5,000 depending on the level and complexity of the work provided.
Location
801 Cambridge Street, Cambridge, MA, 02141
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Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is the president of The CIP Group, an insurance agency and HR/benefit administration company, which is a full-time commitment. He also owns multiple real estate holding companies, Safehire Investigations (employment background checks), and is a licensed real estate agent, dedicating minimal time to each. Finally, James spends a few hours per week with Davinci Capital Management Inc, a broker dealer and registered investment advisor.
Employment History
Current Registrations
Cip Capital Management, LLC
Davinci Capital Management INC.
Davinci Capital Management, INC.
Davinci Capital Management, INC.Broker
Previous Registrations
1717 Capital Management CompanyBroker
Menocal & CO.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, INC.Broker
Monarch Securities, INC.Broker
State Registrations9 states
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.