James Perkins
James Perkins is a registered investment advisor at Quantum Private Wealth, LLC, based in Tampa, FL, with 40 years of industry experience. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 92 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quantum Private Wealth charges a fee based on a percentage of the assets they manage for you. The maximum fee is 1.0%, which includes Quantum Private Wealth's fee and any fees charged by sub-advisers they may use. The fee is calculated based on the value of your investments at the end of the previous quarter and is paid in advance. The firm may negotiate fees depending on your circumstances.
Location
400 N. Ashley Drive, Suite 1900, Tampa, FL, 33602
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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 ActivitiesSells Insurance
James is an insurance agent selling fixed/traditional insurance products, dedicating minimal time. He also serves as a board member for Playability Toys and Recovery Connections of Central Florida, spending minimal time on each.
Employment History
Current Registrations
Quantum Private Wealth, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Alex. Brown & Sons IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Moseley Securities CorporationBroker
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.