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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Longinotti is a financial advisor with Cresset Asset Management, LLC, a firm that manages over $50 billion in assets. James is a Certified Financial Planner and a Chartered Financial Analyst. James holds registrations in both California and Texas. James has over 10 years of experience in the financial services industry, including experience at Cypress Wealth Advisors, LLC. James works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. In addition to providing traditional financial planning services, James offers a range of other services, such as tax planning, investment management, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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IL
05/14/2021 - Present
Cresset Asset Management, LLC (CHICAGO IL)
Active
Inactive
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