James O'mealia is a registered investment advisor at Bcs Private Wealth Management, based in Rumson, NJ, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 224 clients with $470M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
47 West River Road, Suite B, Rumson, NJ, 07760
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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 Activities
James is the sole proprietor of Sunnymeath Farms, LLC, which owns interests in race horses. This activity is not investment-related and requires a few hours per week.
Employment History
Current Registrations
Bcs Private Wealth Management
Previous Registrations
Seelaus Asset Management, LLC
Sunnymeath Asset Management, INC.
Sunnymeath Asset Management, INC.
State Registrations1 state
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