James Watt
James Watt is a registered investment advisor at Bridgelight Financial Advisors, INC, based in Shelton, CT, with 25 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 246 clients with $150M 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% |
Maximum annual fee is 1.50% of assets under management. Fees are negotiable based on account complexity, asset size, and other factors.
Fee Estimator
Location
1 Enterprise Drive, Suite 405, Shelton, CT, 06484
Get directionsHistory
Regulatory History (1)
Financial
May 2020Employment History
Current Registrations
Bridgelight Financial Advisors, INC
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Elevage Partners, LLC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
MML Distributors, LLCBroker
MML Investors Services, LLCBroker
MML Distributors, LLCBroker
Putnam Retail Management Limited PartnershipBroker
Financial Network Investment CorporationBroker
John Hancock Funds, INC.Broker
Mfs Fund Distributors, INC.Broker
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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