Bryce James
Bryce James is a registered investment advisor at Smart Portfolios, LLC, based in Lake Forest Park, WA, with 24 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 161 clients with $200M 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 | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.90% |
| $6.0M - $7.0M | 0.80% |
| $7.0M - $8.0M | 0.70% |
| $8M+ | 0.70% |
Fees are negotiable for accounts over $8 million.
Fee Estimator
Location
17849 Ballinger Way Ne, Lake Forest Park, WA, 98155
Get directionsHistory
Regulatory History (1)
Judgment / Lien
September 2013Other Business Activities
Bryce is affiliated with Shield Investments, LLC and Smart Portfolios, LLC. Shield Investments, LLC is a holding company that owns 100% of Smart Portfolios, LLC.
Employment History
Current Registrations
Smart Portfolios, LLC
Previous Registrations
Swan Strategies, LLC
Shield Investment Advisors, LLC
Morgan Stanley
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.