James Patterson is a registered investment advisor at Stableford Capital LLC, based in Scottsdale, AZ, with 10 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 92 clients with $310M 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 may be negotiable in limited instances. Participants of retirement plans who chose to invest in Stableford Capital's Model Portfolios options, are subject to an additional investment management fee of 0.25%.
Fee Estimator
Location
14648 N. Scottsdale Road, Suite 130, Scottsdale, AZ, 85254
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stableford Capital LLC
State Registrations1 state
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