James Scanlan is a CFP-designated registered investment advisor at Stage Harbor Financial, based in Westwood, MA, with 40 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 331 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Fees may be negotiable for certain client holdings.
Fee Estimator
Location
100 Lowder Brook Drive, Suite #2500, Westwood, MA, 02090
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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.
Learn about disclosures →Employment History
Current Registrations
Stage Harbor Financial
Previous Registrations
Apella Wealth
Symmetry Partners
Weston Financial
Weston Securities CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
New England Securities Corporation
New England SecuritiesBroker
Mutual of Omaha Investor Services, INC.Broker
Cigna Securities, INC.Broker
First Investors CorporationBroker
State Registrations1 state
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