James Corbeau is a CFP-designated registered investment advisor at Parkwoods Wealth Partners, LLC, based in Foz Do Arelho, with 24 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 7 more. Their firm serves 1,395 clients with $1.8B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Family accounts and business/owner accounts can be combined for fee calculation purposes. Not-for-profit clients have a separate schedule starting at 0.50%.
Fee Estimator
Contact
James Corbeau
Location
Rua Casal Dos Corvos 4, Foz Do Arelho, 2500-507
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 →Other Business Activities
James is the president of Raven Wealth Management, Inc., where he provides financial planning and investment advice. This activity takes nearly full-time hours.
Employment History
Current Registrations
Parkwoods Wealth Partners, LLC
Previous Registrations
Springwater Wealth Management, LLC
Vista Pension Advisors, LLC
Maas Capital Advisors, LLC
Maas Capital Advisors, LLC
State Registrations1 state
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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