James Bunker is a registered investment advisor at Performance Tracking INC., based in Anacortes, WA, with 34 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 92 clients with $61M 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 $250K | 0.75% |
| $250K - $500K | 0.38% |
| $500K+ | 0.13% |
No fee on self-directed stock, cash, or money market funds. For accounts with only self-directed stock, cash, or money market positions there is a flat monthly fee for preparing monthly updates, posting transactions, printing, and mailing of $45. However, if the account value is less than $72,000 the monthly fee would be .000625% (0.75% a year).
Fee Estimator
Location
Anacortes, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
James is the president of Performance Tracking Inc., a registered investment advisor established in 1991. He dedicates full-time hours to creating and managing investment portfolios.
Employment History
Current Registrations
Performance Tracking INC.
State Registrations1 state
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