Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Samuel Johnston is a financial advisor registered with The Colony Group, LLC. James has a "Certified Financial Planner" designation and is licensed to provide investment advice in Massachusetts. James' primary office is located in Boston, MA. The Colony Group, LLC provides advisory services to various client types, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. They offer various financial planning and portfolio management services, along with tax preparation and other advisory services. James has experience in the financial services industry, having worked with The Colony Group, LLC since January 2016.
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 prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MA
12/08/2020 - Present
THE Colony Group, LLC (Boston MA)
Active
Inactive
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