James Taliaferro
James Taliaferro is a registered investment advisor at Clear Harbor Asset Management, LLC, based in Stamford, CT, with 4 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 778 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clear Harbor charges an annual fee based on a percentage of the value of your investments. The annual fee varies between 0.25% and 1.5%, depending on the amount you invest and the type of investment management services you receive. Clear Harbor may negotiate a lower fee based on certain criteria. Clear Harbor also manages private funds and charges a base fee plus a performance fee.
Location
263 Tresser Blvd., Suite 1502, Stamford, CT, 06901
Get directionsHistory
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 →Employment History
Current Registrations
Clear Harbor Asset Management, LLC
Previous Registrations
Security Asset Management, INC.
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.