James Scott is a CFP-designated registered investment advisor at Simplicity Wealth, based in Palm Beach, FL, with 18 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 8,494 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees generally range from 0.10% to 2.00% of assets under management. Platform fees range from 0.10% to 0.60%, and third-party model manager fees range from 0.00% to 1.00%.
Fee Estimator
Location
855 Madison Ct., Palm Beach, FL, 33410
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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 is an independent insurance agent selling fixed annuities and life insurance since 2010, dedicating about a quarter of his time. He also sells health, dental, and Medicare insurance, dedicating about a quarter of his time.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Concierge Financial, INC.
Regal Investment Advisors LLC
Bright Owl Investment Advisors
Ing Financial Partners, INC
Wachovia Securities, 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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