James Collins
James Collins is a CFP-designated registered investment advisor at Missionsquare Wealth Management, based in Sacramento, CA, with 25 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
The wrap fee is a flat 0.30% annually, charged quarterly in arrears. Cash portions of the account are excluded from the fee. The fee is non-negotiable, though the firm may waive all or a portion in its sole discretion.
Fee Estimator
Location
Sacramento, CA
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Regulatory History (1)
Financial
January 2017Other Business Activities
James is a shareholder in Imperial Stockton Mobile Estates, a mobile home park, since 2004. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Missionsquare Wealth Management
Missionsquare Wealth Management
Missionsquare Wealth ManagementBroker
Previous Registrations
Missionsquare Retirement
Tamblyn & Associates, INC.Broker
State Registrations51 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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