James Burke is a registered investment advisor at Payden & Rygel, based in Boston, MA, with 5 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 476 clients with $150B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100.0M | 0.15% |
| $100M+ | 0.13% |
This is the fee schedule for Enhanced Cash/Flexible Short Duration accounts. Other account types have different fee schedules. Fees are negotiable.
Fee Estimator
Location
265 Franklin Street, 16th Floor, Boston, MA, 02110
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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 →Employment History
Current Registrations
Payden & Rygel
Payden & Rygel Distributors
Payden & Rygel DistributorsBroker
Previous Registrations
Amundi Asset Management US, INC.
Amundi Pioneer Institutional Asset Management, INC.
Amundi Distributor US, INC.Broker
Raymond James Financial Services, 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.