James Blue
James Blue is a CFA-designated registered investment advisor at Private Harbour Investment Management & Counsel LLC., based in Solon, OH, with 24 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 141 clients with $170M 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 - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Rates shown are for the Balanced Fee Schedule. Equity Only schedules start at 1.0% on the first $5M, dropping to 0.8% and 0.6%. Fixed Income schedules range from 0.6% down to 0.3%. Managed 401(k) accounts are charged 0.65%. Charitable organizations receive a 20% discount. Fees are negotiable for large accounts.
Fee Estimator
Location
6240 Som Center Road, Suite 120, Solon, OH, 44139
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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 →Employment History
Current Registrations
Private Harbour Investment Management & Counsel LLC.
Previous Registrations
Greenleaf Capital Management CORP.
State Registrations4 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.
Exams
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