James Bailey is a CFP-designated registered investment advisor at Exencial Wealth Advisors, based in Oklahoma City, OK, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,215 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Exencial Wealth Advisors charges a percentage of the value of your portfolio each year. This fee can vary based on the size of your portfolio and the services provided, but is generally around 1%. Ultra-high net worth clients may be offered a flat annual fee plus an asset-based fee. Fees are charged quarterly, in advance. Clients may also incur fees charged by custodians, brokers, and other third parties.
Location
9108 N. Kelley Avenue, Oklahoma City, OK, 73131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is an equity partner at Exencial Wealth Advisors, dedicating his full work week to the firm. He and his wife also own several rental properties, requiring minimal time for general upkeep.
Employment History
Current Registrations
Exencial Wealth Advisors
Previous Registrations
Willingdon Wealth Management LLC
Portfolio Capital Management INC
State Registrations15 states
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