TrueAdvisor
TrueAdvisor
JD
CFP
JD
CFP

James Durkee

Tailored Wealth Solutions
13 Years of Experience
Saratoga Springs, NY
View SEC Summary
View SEC Summary

James Durkee is a CFP-designated registered investment advisor at Tailored Wealth Solutions, based in Saratoga Springs, NY, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 253 clients with $270M in assets under management.

Tailored Wealth Solutions
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
253 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$271.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.0M1.05%
$2.0M - $3.0M0.85%
$3.0M - $5.0M0.70%
$5M+0.60%

Fees are negotiable. Retirement plans have a different fee schedule: 0-500K: 1.25%, 500K-3M: 1.00%, 3-5M: 0.75%, 5-10M: 0.50%, 10M+: 0.25%

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

110 Henry St., Saratoga Springs, NY, 12866

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Tailored Wealth Solutions
August 2026 - Present · 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2016 - December 2016 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2016 - December 2016 · 8 mos
LPL Financial LLCBroker
January 2014 - April 2015 · 1 yr 3 mos
LPL Financial LLC
October 2013 - April 2015 · 1 yr 6 mos
Atlas Private Wealth Management, LLC
October 2007 - June 2014 · 6 yrs 8 mos
UBS Financial Services INC.Broker
January 2006 - September 2006 · 8 mos
Mercer Allied Company, L.P.Broker
April 2003 - January 2006 · 2 yrs 9 mos
American Express Financial Advisors INC.Broker
January 2002 - June 2002 · 5 mos
Ids Life Insurance CompanyBroker
January 2002 - June 2002 · 5 mos
Morgan Stanley Dw INC.Broker
March 2001 - October 2001 · 7 mos
Mcdonald Investments INC.Broker
March 2000 - November 2000 · 8 mos
State Registrations1 state
NY
Advisor

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
No exam information available for this advisor.
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