James Mcdonald
James Mcdonald is a registered investment advisor at Sageview Advisory Group, LLC, based in Newport Beach, CA, with 31 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,497 clients with $240B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageView offers investment management services to individual clients, charging an annual fee based on the amount of assets managed. This fee typically ranges from 0.55% to 1.50% of the portfolio's value, but will not exceed 2.00%. The exact fee is determined by the size, nature, complexity, and services required for the client's account. Fees are charged quarterly in advance. For accounts managed through the Pontera platform, the fee is also between 0.55% and 1.50%, but no greater than 2.00%.
Location
4000 Macarthur Blvd., Suite 1050, Newport Beach, CA, 92660
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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 a managing director at Sageview Advisory Group providing investment advisory services, dedicating about a quarter of his time. He also works as an agent selling life, disability, annuities, and long-term care insurance with various companies, spending a few hours per week on this activity.
Employment History
Current Registrations
Sageview Advisory Group, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Triad Advisors LLCBroker
Resources Investment Advisors
Bukaty Companies Financial Services
Financial Advocates Advisory Services
LPL Financial LLCBroker
LPL Financial LLC
Nrp Advisors, INC.
Nrp Financial, INC.
Nrp Financial, INC.Broker
Financial Telesis INCBroker
Wachovia Securities Financial Network, LLCBroker
Wachovia Securities Financial Network, LLC
RBC Dain Rauscher INC.Broker
Dain Rauscher IncorporatedBroker
Fbs Investment Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.