James Thomason is a CFP-designated registered investment advisor at One Degree Advisors, INC., based in San Diego, CA, with 42 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 431 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
One Degree Advisors provides investment management services for a fee based on a percentage of the assets they manage or a fixed fee. The maximum fee is 1.99% of the assets under management. The fee is calculated quarterly, in advance, based on the average daily balance of the client’s account at the end of the previous quarter.
Location
8880 Rio San Diego Drive, Suite 1000, San Diego, CA, 92108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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James serves on the board of directors for the non-profit organization World Help, dedicating minimal time to this activity.
Employment History
Current Registrations
One Degree Advisors, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Richey Financial Group, INC.Broker
Smyth Securities, INC.Broker
Coast Financial Advisors, INC.Broker
Idm Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.