James Horton is a registered investment advisor at James Horton, LLC, based in Rehoboth, MA, with 25 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 66 clients with $45M 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 | 1.00% |
Fees range from 0.25% to 1.00% and are negotiable.
Fee Estimator
Location
Rehoboth, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
James Horton, LLC
State Registrations2 states
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