James Duddey is a registered investment advisor at Strategic Advisers LLC, based in Miami, FL, with 27 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Miami, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is a Budget Committee Member for the 1060 Brickell Condominium Association, assisting with budget preparation and reporting to the Treasurer and Board Member. This activity requires a few hours per week.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Ip Financial Advisory Services LLC
Innovation Partners LLCBroker
Changepath, LLC
Mit Associates, LLCBroker
Partnervest Advisory Services LLC
Elysian Capital
U.S. Sterling Securities, INC.Broker
Enspire InvestmentsBroker
Cedar Capital, LLC
Foreside Fund Services, LLCBroker
Good Harbor Financial
Investment Planners, INC.Broker
Naples Ais, INC.Broker
Quasar Distributors, LLCBroker
Transamerica Capital, INC.Broker
Calamos Financial Services LLCBroker
Credit Suisse Asset Management Securities, INC.Broker
Guardian Investor Services CorporationBroker
Liberty Funds Distributor, INC.Broker
Federated Securities CORP.Broker
Gna Securities, INC.Broker
Ivy Mackenzie Distributors, INC.Broker
State Registrations53 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.