James L'esperance
James L'esperance is a ChFC-designated registered investment advisor at Barking Sands Capital, based in Troy, MI, with 18 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 85 clients with $35M 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Minimum annual fee is $1,500 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Location
101 W. Big Beaver Rd., Suite 1400, Troy, MI, 48084
Get directionsHistory
Regulatory History (1)
Regulatory
July 2005Other Business ActivitiesSells Insurance
James is a licensed insurance agent selling and servicing fixed insurance products, including life insurance and annuities.
Employment History
Current Registrations
Barking Sands Capital
Previous Registrations
Capital Analysts, IncorporatedBroker
Signator Investors, INC.Broker
New England SecuritiesBroker
Hantz Financial Services, INC.Broker
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.