James Bailey is a CFA-designated registered investment advisor at Torray Investment Partners LLC, based in Bethesda, MD, 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 Charitable Giving, High Net Worth, Investment Management, Retirement Planning. Their firm serves 486 clients with $730M 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 $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $200.0M | 0.50% |
| $200.0M - $300.0M | 0.38% |
| $300M+ | 0.25% |
Torray reserves the right to negotiate and charge different fees for certain accounts. With respect to sub-advised separate accounts, fees are negotiated and minimum account sizes vary, depending on Torray’s agreement with the client’s wealth adviser or investment adviser. Torray manages investment accounts for employees and family members of employees, some of which benefit from reduced fees and/or account minimums.
Fee Estimator
Location
7501 Wisconsin Avenue, Suite 750W, Bethesda, MD, 20814-6523
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Torray Investment Partners LLC
Previous Registrations
Resolute Capital Management LLC
State Registrations1 state
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