James Balthaser
James Balthaser is a registered investment advisor at Psi Capital Management, based in Lancaster, PA, with 24 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, Retirement Planning. Their firm serves 711 clients with $350M 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 $100K | Included |
| $100K - $200K | 1.25% |
| $200K+ | 1.25% |
For accounts below $100,000, PCM charges a negotiated flat fee. PCM's annual fee will not exceed 3.0% of your assets under management. Fees may be negotiable.
Fee Estimator
Location
147 North Shippen Street, Lancaster, PA, 17602
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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 →Other Business ActivitiesSells Insurance
James is a member/treasurer for several real estate LLCs and RLH CPA's & Business Advisors, LLC. He also manages RLH Holdings, LLC, which holds life insurance policies for CPA firm & real estate partnership buy-outs, and RLH PC Liquidation Trust, which collects old accounts receivable.
Employment History
Current Registrations
Psi Capital Management
Previous Registrations
Pilot Capital Management, INC.
Main Street Advisors, LLC
State Registrations1 state
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.