James
Biggs
Brass Tax Wealth Management
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About this Advisor
James Biggs is a financial advisor who works out of Cincinnati, Ohio, who has 7 years of relevant experience. Biggs is on the advisory team at Brass Tax Wealth Management. Throughout their career, they have worked at Storen Financial Group, Invest Financial Corporation, Brass Tax Wealth Management, Inc and Lpl Financial LLC. Biggs maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Indiana. Brass Tax Wealth Management is a registered investment company headquartered in Cincinnati, OH. It has offices in two locations and a total of eight people on staff. It oversees $540 million in assets under management among its 2,357 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm provides services to three charities and foundations. Of its 2,357 client accounts, just 10% are associated with high-net-worth investors who have at least $1 million in assets. The firm offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors are based on the type of financial services. Fee types charged by Brass Tax Wealth Management can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brass Tax Wealth Management Brokerage Details
$539,500,000
8
2,357
$228,893
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
James Biggs Work History
James has been registered as a financial advisor for 7 years.*
Lpl Financial LLC
Brass Tax Wealth Management, Inc
Storen Financial Group
Invest Financial Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Biggs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brass Tax Wealth Management
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Zionsville, IN
Cincinnati, OH
Brownsburg, IN
Cincinnati, OH
Cincinnati, OH
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