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James Bailey

Talon LLC
23 Years of Experience
The Villages, FL
1 Disclosure
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James Bailey is a registered investment advisor at Talon LLC, based in The Villages, FL, with 23 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 1,921 clients with $1.1B in assets under management.

Talon LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
1,921 clients
Average Client Portfolio
$552K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum annual management fee is 2.00%, which is negotiable based on account size. Accounts can be aggregated to negotiate lower fees. Total fees including third-party platform fees will not exceed 2.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

11974 Cr 101, Suite 103, The Villages, FL, 32162

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1996
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other 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 LLC
April 2021 - Present · 5 yrs 6 mos
Brookstone Wealth Advisors, LLC
April 2019 - Present · 7 yrs 6 mos
Previous Registrations
R.W. Towt & AssociatesBroker
June 2009 - December 2009 · 6 mos
Emmett a Larkin Company, INC.Broker
June 2006 - June 2007 · 1 yr
Salomon Grey Financial CorporationBroker
September 2005 - February 2006 · 5 mos
Salomon Grey Financial CorporationBroker
March 2003 - August 2003 · 5 mos
Stellar Investments, INC.Broker
June 1999 - April 2001 · 1 yr 10 mos
Cohig & Associates, INC.Broker
October 1996 - June 1997 · 8 mos
Dallas Research & Trading, INC.Broker
July 1995 - November 1996 · 1 yr 4 mos
Investors Associates, INC.Broker
September 1994 - June 1995 · 9 mos
Taj Global Equities, INC.Broker
December 1993 - September 1994 · 9 mos
J. Gregory & Company, INC.Broker
July 1991 - December 1993 · 2 yrs 5 mos
Barron Chase Securities, INC.Broker
May 1991 - July 1991 · 2 mos
Chatfield Dean & CO., INC.Broker
November 1990 - February 1991 · 3 mos
The Stuart-James Company, IncorporatedBroker
July 1985 - December 1990 · 5 yrs 5 mos
State Registrations3 states
FLIANE
Advisor

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
No exam information available for this advisor.
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