James Tavares is a registered investment advisor at Lodestar Wealth, LLC, based in Providence, RI, with 16 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. Their firm serves 51 clients with $20M 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 $250K | 0.95% |
| $250K - $750K | 0.85% |
| $750K - $1.8M | 0.75% |
| $1.8M - $3.8M | 0.65% |
| $3.8M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Location
225 Dyer Street, Providence, RI, 02903
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2015Other Business Activities
James supports a startup healthcare financial technology firm and receives no compensation for this activity.
Employment History
Current Registrations
Lodestar Wealth, LLC
Previous Registrations
Quasar Distributors, LLCBroker
Ngam Distribution, L.P.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations3 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.