James Graves is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in West Chester, PA, with 30 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
1065 Andrew Drive, West Chester, PA, 19380
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a partner in Morgan Stanley Private Markets Fund Employee Investors III LP, a private equity limited partnership. He has no duties, receives no compensation, and spends no time on this activity.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Foreside Fund Services, LLCBroker
Ba Securities, LLCBroker
Whitford Advisory Services, LLC
Persimmon Capital Management LP
Morgan Stanley Distributors INC.Broker
Van Kampen Funds INC.Broker
Morgan Stanley Investment Advisors INC.
Morgan Stanley Distribution, INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Wall Street Access Advanced Strategies, LLC
Wall Street AccessBroker
Hfn Securities LLCBroker
Zurich Capital Markets Securities, INC.Broker
American General Financial Advisors, INC.Broker
Uam Fund Distributors, INC.Broker
T. Rowe Price Investment Services, INC.Broker
Rodney Square Distributors, INC.Broker
Bt Securities CorporationBroker
State Registrations1 state
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