James O'leary
James O'leary is a registered investment advisor at Henry James International Management, INC., based in New York, NY, with 18 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 57 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HJIM charges an annual fee based on a percentage of the assets they manage. This fee is billed quarterly, in advance, based on the value of your account on the last business day of the previous quarter. The annual fee ranges from 0.30% to 1.50%. Fees are negotiable based on the client's situation and assets. There is a minimum account size of $50,000.
Location
274 Madison Ave., Room 904, New York, NY, 10016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James works as a sub-advisor to Navellier & Associates, Inc.
Employment History
Current Registrations
Henry James International Management, INC.
Previous Registrations
Navellier & Associates INC
State Registrations1 state
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