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James Charles Brailean

KARMEL CAPITAL MANAGEMENT LLC·SOLANA BEACH, California
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512 VIA DE LA VALLE, SOLANA BEACH, CA 92075CRD# 6720398Firm CRD# 307701
01

About

James Charles Brailean is a registered financial advisor based in SOLANA BEACH, California, affiliated with KARMEL CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
KARMEL CAPITAL MANAGEMENT LLC
KARMEL CAPITAL MANAGEMENT LLC
AUM
$155M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at KARMEL CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6720398
Firm CRD# 307701
2 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Charles Brailean offer?
James Charles Brailean specializes in Retirement Planning. Contact their office in SOLANA BEACH, California for a consultation.
What are James Charles Brailean's credentials?
James Charles Brailean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Charles Brailean located?
James Charles Brailean is based in SOLANA BEACH, California, working with KARMEL CAPITAL MANAGEMENT LLC. Their office serves clients in the SOLANA BEACH metropolitan area and surrounding communities.
How does James Charles Brailean charge for services?
James Charles Brailean's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KARMEL CAPITAL MANAGEMENT LLC?
KARMEL CAPITAL MANAGEMENT LLC is a registered investment adviser with the SEC, managing $155M in regulatory assets under management. See their Form ADV for full details.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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