James Ward
James Ward is a registered investment advisor at Latitude Advisors, LLC, based in Washington, DC, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,590 clients with $570M 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 | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Rates shown are the maximum percentages for managed accounts, Navigator, and third-party research models. Latitude model accounts have slightly lower maximum rates (1.50% for the first tier, 1.25% for the second tier, and 1.00 for accounts over $5M). Fees are negotiable.
Fee Estimator
Location
1511 Pennsylvania Ave Se, Suite A, Washington, DC, 20003
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 1993Other Business ActivitiesSells Insurance
James works as a consultant, prepares taxes, and sells insurance through JVJ Business Enterprises, dedicating nearly full-time hours to this role. He also works as an investment advisor representative (IAR) with Latitude Advisors, spending about 10-20% of his time on this.
Employment History
Current Registrations
Latitude Advisors, LLC
Previous Registrations
Medallion Advisory Services, LLC
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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