James Ridgeway is a registered investment advisor at Leeward Financial Partners, LLC, based in Bellevue, WA, with 8 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, High Net Worth, Investment Management. Their firm serves 179 clients with $320M 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 | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.60% |
Fees are negotiable based on factors such as the size and complexity of the mandate, the services to be provided, anticipated additional assets to be added to the account, and other unique needs or attributes of the client.
Fee Estimator
Location
Bellevue, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
James is a member and chair on the finance committee for SE Boise Boat and RV Storage, LLC, a non-investment-related business. He spends minimal time on this activity, primarily reviewing budgets and voting on property management.
Employment History
Current Registrations
Leeward Financial Partners, LLC
Previous Registrations
Leeward Financial Partners, LLC
State Registrations2 states
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