James Ward
James Ward is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Plano, TX, with 32 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B 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 | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
5810 Tennyson Parkway, Suite 525, Plano, TX, 75024
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2006Other Business ActivitiesSells Insurance
James is a licensed insurance agent at Beacon Insurance Services, LLC, selling life and accident/health insurance products since 2016. This activity takes minimal time.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Beacon Pointe Wealth Advisors, LLC
Ironmark Advisors, LLC
Ameriprise Financial Services, 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.
Exams
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