James Wilson
James Wilson is a CFP-designated registered investment advisor at Northern Capital Retirement Services, INC., based in Spokane, WA, 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 Investment Management, Retirement Planning. Their firm serves 21 clients with $300M 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 | 0.50% |
| $1.0M - $10.0M | 0.35% |
| $10.0M - $50.0M | 0.20% |
| $50M+ | 0.15% |
Discounted fee schedule available for Washington State Medical Association members. Pure Preservation objective portfolios charge 0.5% on the first $500,000 and 0.0% thereafter. Cash Only portfolios are not assessed a fee. Fees are negotiable.
Fee Estimator
Location
2700 South Southeast Boulevard, Suite 205, Spokane, WA, 99223-4984
Get directionsHistory
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 Activities
James is a partner in 2700 Southeast Blvd, LLC, a commercial property ownership and rental business, since 2015. He dedicates minimal time to this investment-related activity as a voting shareholder.
Employment History
Current Registrations
Northern Capital Retirement Services, INC.
Northern Capital Management, INC.
Previous Registrations
Northern Capital Management, INC.
Wilson, Miller and Associates
State Registrations2 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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