James Bailey is a CFP-designated registered investment advisor at Savant Wealth Management, based in Huntersville, NC, with 14 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 24,034 clients with $56B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savant Wealth Management's fees for investment management range from 0.50% to 1.50% annually, based on the amount you invest and the complexity of services. There are annual minimum fees, and clients with lower amounts invested may pay a higher percentage. Savant typically requires at least $300,000 to open an investment portfolio.
Location
13801 Reese Boulevard, Suite 155, Huntersville, NC, 28078
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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
Savant Wealth Management
Previous Registrations
Exencial Wealth Advisors
Willingdon Wealth Management LLC
Portfolio Capital Management INC
State Registrations2 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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