James Pratt-Heaney
James Pratt-Heaney is a registered investment advisor at Coastal Bridge Advisors, based in Westport, CT, with 28 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 1,997 clients with $5B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees are negotiable. Accounts held at Cidel Bank & Trust generally carry higher fees due to added administrative costs. Legacy accounts from TrinityPoint may follow different fee schedules.
Fee Estimator
Location
54 Wilton Road, 1st Floor, Westport, CT, 06880
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2021Other Business Activities
James is a partner at Partner Wealth Management, a management company of an RIA, since 2010. This activity takes nearly full-time.
Employment History
Current Registrations
Coastal Bridge Advisors
Previous Registrations
Llbh Group Private Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.
Exams
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