James Wangerin is a PFS-designated registered investment advisor at James C Wangerin, Cpa/pfs, based in Deer Lodge, MT. 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 61 clients with $5.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
James C Wangerin, CPA/PFS charges a percentage of your portfolio annually for investment management. The fee schedule varies depending on whether your assets are held at Interactive Brokers or Betterment Securities.
For assets managed at Interactive Brokers:
- Up to $199,999: 1% per year
- $200,000 and up: 0.25% per year
For assets managed at Betterment Securities, the total annual fee is:
- $0 - $4,999,999: 0.75% (0.50% to James C Wangerin, 0.25% to Betterment)
- $5,000,000 - $14,999,999: 0.70% (0.50% to James C Wangerin, 0.20% to Betterment)
- $15,000,000 - $24,999,999: 0.65% (0.50% to James C Wangerin, 0.15% to Betterment)
- $25,000,000 and Up: 0.62% (0.50% to James C Wangerin, 0.12% to Betterment)
Discounts are offered to select friends, employees, and family.
Location
413 Main Street, Deer Lodge, MT, 59722
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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 →Employment History
Current Registrations
James C Wangerin, Cpa/pfs
State Registrations1 state
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