James Mcevoy
James Mcevoy is a ChFC-designated registered investment advisor at Eastsound Capital Advisors, LLC, based in Morgan Hill, CA, with 20 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, Investment Management, Retirement Planning. Their firm serves 263 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eastsound Capital Advisors' investment management fees are negotiable, ranging up to 1.95% annually, depending on client needs and investment strategy complexity. Fees are paid monthly or quarterly, in advance or arrears. Clients can terminate the agreement with ten days' written notice. ECA may also utilize third-party investment managers, with fees established and payable according to their disclosure documents.
Location
355 Woodview Avenue, Suite 300, Morgan Hill, CA, 95037
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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 the owner/agent of Cross Border Planning SPRL/BVBA in Belgium, a licensed insurance brokerage, selling Belgian life insurance, group insurance, and pension products, dedicating approximately 60 hours per month. James is also a US insurance licensed agent for Cross Border Planning since 2005, selling fixed US life products for about a few hours per week.
Employment History
Current Registrations
Eastsound Capital Advisors, LLC
Previous Registrations
International Asset Management
Concert Wealth Management
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.
Intersecurities, INC.
State Registrations1 state
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.