Jim views every client relationship as a partnership where he strives to help you and your family to analyze your situation and goals, identifying opportunities and potential risks, creating a comprehensive financial plan to secure your future. Jim has four decades of broad-based wealth advisory experience with expertise in portfolio management, financial planning, and wealth consulting, working with a diverse client base that includes high net-worth individuals, business owners, professionals, trusts, estates, endowments, foundations, pensions, and various other institutions helping them grow and protect their financial assets. Combining this experience with his passion for investments and planning strategies, he has worked diligently to help his clients achieve their financial goals while providing a superior level of client service and satisfaction.
Jim has extensive experience in developing comprehensive financial plans and wealth management strategies to help his clients achieve financial security and independence. He can create income and expense budgets, cash flow programs, pension plan maximization for 401(K), 403(B) and IRA/ROTH retirement contributions and RMD distributions, ROTH conversion tax minimization plans, college savings using 529 plans, asset allocation and investment strategies within your risk tolerance, tax loss harvesting approaches based upon realized tax budgets, charitable and planned gifting vehicles, depending on his clients' needs and objectives. Jim will carefully consider your investment objectives, risk tolerance, tax considerations, family dynamics, and philanthropic aspirations when crafting a customized blueprint for your future success. In addition, that financial plan will be monitored and updated over the course of your lifetime.
Kathy and Jim have been married for 42 years. They have six adult children and two grandchildren.
Jim enjoys time with his family, skiing, scuba diving, travelling.
Active St. Paul Church Parishioner in Princeton, NJ for 32 years
Columbia University, B.A.
Princeton Global is a financial services firm on a mission to make investment management and wealth planning an interesting and engaging experience. We use our knowledge and perspective to enable multi-generational families and individuals to define, focus, and achieve their financial goals.
Jim Kilcommons
CFP
General Information |
| Name of Broker/Dealer: | PRINCETON GLOBAL ASSET MANAGEMENT LLC |
| Name of Custodial Firm: | Charles Schwab Co |
| States Licensed in: | NJ |
| Number of Years with Current Firm: | 1 |
| Work Experience: | Jim has 40 years of investment management and wealth advisory experience: Senior Portfolio Manager at Princeton Global Senior Vice President and Senior Portfolio Manager at TIAA Senior Vice President and Senior Portfolio Manager at People's United Bank Director and Senior Portfolio Manager at BlackRock Senior Portfolio Manager at Merrill Lynch Voting member on Merrill Lynch Asset Management Core Equity Team CERTIFIED FINANCIAL PLANNER 2005 |
| Work with the following types of clients: | Non-Profit Organizations, Individual Investors, Businesses |
| Advisory Services Provided: | 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Stocks, Bonds, Options & Futures, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Our Office, Email, Video Conference |
Firm Information |
| Advisor's Number of Clients: | 10 |
| Advisor's Number of Managed Clients: | 10 |
| Advisor's Number of Planning Clients: | 10 |
| Assets Managed by Advisor: | $50,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $1 MM + |
| Compensation Methods: | Based on Assets, Hourly |
| Fee % Based on Assets: | Yes |
| Additional Details on Charges: | At $1MM charged at 0.90% Next $2MM charged at 0.70% Next $2MM charged at 0.50% Above $5MM charged at 0.40% |
| Minimum Fee Charged for Managed Accounts: | 0.90% at $1MM/$9000 |
| Minimum Fee Charged for Hourly Planning Accounts: | $1000/hr. |
Disclosures |
| WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| Princeton Office, NJ, NY, PA |
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