Advisor at JMF Capstone Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JMF Capstone Wealth Management
Location
Tuscaloosa, AL 35401
Credentials
CFP®, PFS™, Series 65
Industry experience
23 years
James Brazil is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He has been with JMF Capstone Wealth Management since 2014 and also devotes significant time to his role as a CPA at JamisonMoneyFarmer PC. He is based in Tuscaloosa, AL. JMF Capstone Wealth Management serves a range of clients including individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm employs diversified, long-term investment strategies primarily using passively managed and evidence-based funds, and integrates advisory, planning, and pension consulting services through its affiliation with Jamison Money Farmer PC and partnerships with sub-advisory firms.
Based on JMF Capstone Wealth Management
Based on JMF Capstone Wealth Management
$0 - $500,000: 1.25% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.50% $3,000,000 - $5,000,000: 0.40% $5,000,000+: 0.35%
Minimum fee: $5,000 minimum annual fee Fee-only: Investment management fees as described; no commissions
2200 Jack Warner Parkway Ne, Suite 300
Tuscaloosa, AL 35401
Alabama
JMF Capstone Wealth Management
2014 - Present (12 years)
JamisonMoneyFarmer PC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
Northport, AL
364 Investing, LLC
Series 66
Tuscaloosa, AL
Canterbury Capital Wealth Management, LLC
Series 66
Tuscaloosa, AL
Canterbury Capital Wealth Management, LLC
Series 63
Tuscaloosa, AL
Financial Economics Consulting Group, Inc.
CFP®, CFA®, Series 63
Tuscaloosa, AL
Financial Economics Consulting Group, Inc.
CFP®
Tuscaloosa, AL
JMF Capstone Wealth Management
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