James Mcfadden is a registered investment advisor at Bluering Advisors, INC, based in LaGrangeville, NY, with 4 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. Their firm serves 20 clients with $6.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are negotiable depending on the needs of the client and the complexity of the situation. The range is 1.50% - 2.25%.
Fee Estimator
Location
LaGrangeville, NY
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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 Activities
James works as a compliance consultant for JADM Compliance Services Inc. This takes about a quarter of his time.
Employment History
Current Registrations
Bluering Advisors, 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.