James Clark is a PFS-designated registered investment advisor at Belleair Asset Management, LLC, based in Belleair Bluffs, FL, with 38 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 120 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.5M | 0.50% |
| $3.5M+ | 0.35% |
Fees may be negotiable based on family relations or individual circumstances including account size, potential future account growth, business relationships and the level and scope of the services requested.
Fee Estimator
Location
259 Indian Rocks Road North, Belleair Bluffs, FL, 33770
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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 Activities
James is the president and 100% owner of Belleair Tax Consultants, focusing on income tax preparation and planning, primarily during tax season, dedicating about 30 hours per week, including 20 during trading hours. He also serves as the unpaid treasurer for Rotary Club of Clearwater Charities, Inc., spending a few hours per week on duties such as reconciling bank statements and reporting financial information.
Employment History
Current Registrations
Belleair Asset Management, LLC
Previous Registrations
Investment Planners, INC.Broker
Ipi Wealth Management, INC.
Belleair Asset Management, INC
Downstate Securities Group, INC.Broker
State Registrations2 states
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