James Bailey is a registered investment advisor at Talon Private Wealth, LLC, based in The Villages, FL, with 22 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 2,011 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Talon Private Wealth manages investment portfolios for a fee based on a percentage of the value of your portfolio. The maximum annual fee is 2.0%, which includes both Talon's fee and any fees charged by third-party model portfolio providers. This fee is negotiable, and you may be able to lower it by combining multiple accounts. The fee is calculated and charged monthly, at the end of the month. This fee does not include brokerage commissions or other transaction fees. The total annual investment advisory fee, including third-party fees, will not exceed 2.50%.
Location
11974 Cr 101, Suite 103, The Villages, FL, 32162
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Regulatory History (1)
Customer Dispute
December 1996Other Business Activities
James is an investment advisor representative (IAR) at Retirement Wealth Advisors, Inc. since 2019, and at Talon Private Wealth, LLC since 2021. The first role takes about half of James's time.
Employment History
Current Registrations
Talon Private Wealth, LLC
Brookstone Wealth Advisors, LLC
Previous Registrations
R.W. Towt & AssociatesBroker
Emmett a Larkin Company, INC.Broker
Salomon Grey Financial CorporationBroker
Salomon Grey Financial CorporationBroker
Stellar Investments, INC.Broker
Cohig & Associates, INC.Broker
Dallas Research & Trading, INC.Broker
Investors Associates, INC.Broker
Taj Global Equities, INC.Broker
J. Gregory & Company, INC.Broker
Barron Chase Securities, INC.Broker
Chatfield Dean & CO., INC.Broker
The Stuart-James Company, IncorporatedBroker
State Registrations4 states
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.