JB
JB
James Beaudreau
16 Years of Experience
Littleton, CO
1 Disclosure
James Beaudreau is a registered investment advisor at Asset Strategies Group, LLC, based in Littleton, CO, with 16 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 92 clients with $52M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
92 clients
Average Client Portfolio
$561K average
Assets Under Management
$51.6M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.80% |
| $500K - $1000K | 0.70% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Littleton, CO
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2008Settled
Employment History
Current Registrations
Asset Strategies Group, LLC
February 2010 - Present · 16 yrs 3 mos
State Registrations1 state
CO
Advisor
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
No exam information available for this advisor.