James Cook is a CFP-designated registered investment advisor at Jc Capital Advisors Group LLC, based in Stamford, CT, with 20 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Schedule is for equity-based portfolios. Income-based portfolios have a different fee schedule: Up to $500,000: 0.50%, $500,001 to $1,000,000: 0.45%, Over $1,000,001: 0.40%
Fee Estimator
Location
9 W. Broad Street, Suite 420, Stamford, CT, 06902
Get directionsHistory
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 Activities
James is the editor of The Investors Strategist newsletter since 2010. This activity requires minimal time.
Employment History
Current Registrations
Jc Capital Advisors Group LLC
Tjt Capital Group, LLC
Previous Registrations
Genworth Financial Wealth Management, INC.
Genworth Financial Asset Management, INC
State Registrations2 states
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