James Baker is a registered investment advisor at Tranquility Partners, LLC, based in Brentwood, TN, with 9 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 248 clients with $900M 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.65% |
| $30M+ | 0.50% |
Fee schedule is representative and may vary. Tranquility Partners also offers wealth management plus family office services at a higher rate.
Fee Estimator
Location
5214 Maryland Way, Suite 405, Brentwood, TN, 37027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tranquility Partners, LLC
State Registrations2 states
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