James Ferrell
James Ferrell is a CFP-designated registered investment advisor at Beacon Pointe Advisors, LLC, based in Winter Park, FL, with 30 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, Investment Management, and 1 more. Their firm serves 29,929 clients with $55B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Advisory fees for private clients generally range from 0.50% to a maximum of 1.50% of assets under management, subject to a minimum quarterly fee of $1,250.
Fee Estimator
Location
1400 W. Fairbanks Avenue, Suite 202, Winter Park, FL, 32789
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 a licensed insurance agent selling life and health insurance products, dedicating a few hours per week to this activity. He is also involved in various real estate and business ventures, including a residential real estate brokerage, a CPA firm, a business consulting firm, a community bank, and investment-related LLCs.
Employment History
Current Registrations
Beacon Pointe Advisors, LLC
Previous Registrations
Triloma Securities, LLCBroker
Triad Advisors, INC.Broker
Proequities, INC.Broker
Ferrell Wealth 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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