James Mcbride is a registered investment advisor at Allworth Financial, L.P., based in Rochester, NY, with 35 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 29,297 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is 2.00% per year, subject to a $2,500 annual minimum fee. Fees are negotiable and can vary based on specific client circumstances.
Fee Estimator
Location
180 South Clinton Ave, Suite 300, Rochester, NY, 14604
Get directionsHistory
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 →Other Business Activities
James serves as a trustee to various trusts and as the Executive Director of the Bulrush Foundation. Both roles require minimal time commitment.
Employment History
Current Registrations
Allworth Financial, L.P.
High Falls Advisors, INC.
Previous Registrations
Leigh Baldwin & CO., LLCBroker
Wall Street Financial Group, INC.Broker
Ensemble Financial Services, INC.Broker
Sage, Rutty & CO., INC.Broker
Key Brokerage Company, INC.Broker
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.
Exams
More Advisors
- Caleb Harris, CFPAllworth Financial, L.P.
- James Englert, CFPAllworth Financial, L.P.
- John Klee, CFPAllworth Financial, L.P.
- Kenneth Burke, PFSAllworth Financial, L.P.
- Melissa Siesto, ChFCEagle Strategies LLC
- Adam Magee, CFPWhitney & Company