James Brandon is a registered investment advisor at Exemplar Wealth Advisors, LLC, based in Fairfield, CA, with 3 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.75% |
Fees are negotiable. Qualified clients may choose a performance-based fee structure of 0.75% annually plus a 20% capital appreciation fee.
Fee Estimator
Location
5055 Business Center drive, Ste 108, Fairfield, CA, 94534
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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 →Employment History
Current Registrations
Exemplar Wealth Advisors, LLC
Previous Registrations
Ernst & Young Investment Advisers LLP
Waddell & Reed, INC.
Metlife Securities 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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