James Bankes
James Bankes is a PFS-designated registered investment advisor at Belleair Wealth Management, LLC, based in Belleair Bluffs, FL, with 31 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 147 clients with $110M 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 | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Belleair retains discretion to negotiate the management fee within each tier on a client-by-client basis depending on the size, complexity, and nature of the portfolio managed.
Fee Estimator
Location
2811 West Bay Drive, Belleair Bluffs, FL, 33770
Get directionsHistory
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 ActivitiesSells Insurance
James is the CEO and a CPA at Bankes Planning Associates, Inc., dedicating nearly full-time hours to tax planning and accounting services. He is also an independent insurance agent and a managing member of Bankes Financial Services, LLC, spending minimal time on each.
Employment History
Current Registrations
Belleair Wealth Management, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
United Securities Alliance, INC.Broker
Gateway Financial Agency CorporationBroker
State Registrations1 state
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