James Fair
James Fair is a registered investment advisor at Prairie Advisory, LLC, based in West Chester, PA, with 22 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, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are either asset based up to 1.50% or a fixed amount depending on various factors.
Fee Estimator
Location
1065 Andrew Drive, West Chester, PA, 19380
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 ActivitiesSells Insurance
James works as an agent selling fixed, non-variable, and variable insurance for various carriers since 2020. The filing does not specify the time commitment.
Employment History
Current Registrations
Prairie Advisory, LLC
Wealthcare Advisory Partners LLC
Previous Registrations
The Wealth Consulting Group
V Wealth Advisors LLC
Boulder Investment Group
LPL Financial LLCBroker
The Etf Store, INC.
Boulder Wealth Management, LLC
LPL Financial LLCBroker
Lawing Financial Associates, INC.
The O.N. Equity Sales CompanyBroker
World Group Securities, INC.Broker
Oak Grove Investment Services, INC.Broker
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.