James
Biggs
Brass Tax Wealth Management
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About this Advisor
James Biggs is a financial advisor based in Cincinnati, Ohio, working with Brass Tax Wealth Management. James has previously held positions at Storen Financial Group, Invest Financial Corporation, Brass Tax Wealth Management, Inc, and Lpl Financial LLC. James has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Indiana. Currently, James is part of Brass Tax Wealth Management, which operates out of Cincinnati, Ohio. The firm has 5 offices and 12 employees. The firm manages assets totaling $674.3 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Brass Tax Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Brass Tax Wealth Management Brokerage Details
$674,300,000
12
2,414
$279,329
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
Lpl Financial LLC
Brass Tax Wealth Management, Inc
Storen Financial Group
Invest Financial Corporation
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
Zionsville, IN
Cincinnati, OH
Cincinnati, OH
Zionsville, IN
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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