JH
CFA
JH
CFA

James Harrington

16 Years of Experience
East Norriton, PA

James Harrington is a CFA-designated registered investment advisor at Bluesphere Advisors LLC, based in East Norriton, PA, with 16 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, High Net Worth, and 3 more. Their firm serves 482 clients with $510M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
482 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$506.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Annual investment advisory fees range from 0.50% to 1.75% depending on the size and complexity of the relationship. Fees are negotiable at the advisor's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2108 Dekalb Pike, East Norriton, PA, 19401

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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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Other Business Activities

James Harrington serves as an adjunct professor at Temple University.

Employment History
Current Registrations
Bluesphere Advisors LLC
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Spire Wealth Management, LLC
August 2017 - August 2018 · 1 yr
Stone Toro Investment Advisers
June 2016 - August 2017 · 1 yr 2 mos
Bluestone Capital Management, LLC
September 2011 - December 2014 · 3 yrs 3 mos
Bluestone Wealth Advisors, INC.
May 2010 - November 2011 · 1 yr 6 mos
West Chester Capital Advisors INC
January 2010 - May 2010 · 4 mos
Brinker Capital INC
September 2006 - August 2007 · 11 mos
State Registrations2 states
PATX
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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