James Liddy
James Liddy is a CFA-designated registered investment advisor at Alvista Wealth Consulting, LLC, based in Greenwood Village, CO, with 17 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more.
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 - $5.0M | 0.60% |
| $5M+ | 0.20% |
Fees are negotiable and may be higher or lower than the stated fee guide.
Fee Estimator
Location
Greenwood Village, CO
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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 Activities
James owns James Liddy Photography, a part-time, non-investment related business offering photographs for licensed use. This business is run from his home and requires a few hours per week.
Employment History
Current Registrations
Alvista Wealth Consulting, LLC
Previous Registrations
The New England Guild, INC.
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.