James Salter
James Salter is a registered investment advisor at Blossom Wealth Management, LLC, based in San Ramon, CA, with 19 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, Corporate Executives, Education Planning, and 9 more. Their firm serves 258 clients with $370M 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 | 1.75% |
Maximum annual fee of up to 1.75% for actively managed accounts. Family office services use a separate tiered schedule ranging from 0.60% to 1.00%.
Fee Estimator
Location
San Ramon, CA
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 is an independent insurance agent since 2007, selling term and life insurance products. He dedicates minimal time to this activity.
Employment History
Current Registrations
Blossom Wealth Management, LLC
Previous Registrations
Instream Partners LLCBroker
Kw Securities CorporationBroker
Fallbrook Capital Securities CORP.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Quest Capital Strategies, 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.
Exams
More Advisors
- Huy Trieu, CFPKey Focus Wealth LLC
- Cody Smith, CFPRaymond James Financial Services Advisors, INC
- Justin Patellaro, CFA, CFPMoney Concepts Advisory Service
- Michael Tomren, CFP, ChFCLPL Financial LLC
- Pamela Jacobs, CFPMonvia Financial L.P.
- Raymond Tan, ChFCCalifornia Financial Advisors