James Agasar
James Agasar is a registered investment advisor at Sei Investments Management CORP, based in San Clemente, CA, with 7 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth. Their firm serves 99,622 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SIMC charges an annual advisory fee based on the value of your assets held at SEI Private Trust Company (SPTC) or at SPTC and third-party custodians. The maximum advisory fee for taxable accounts is 1.25% and for non-taxable accounts (like retirement accounts) is 2.60%. Fees are negotiable and may be lower based on the amount you invest and the services provided. SIMC may also charge a flat fee for special projects like estate plan reviews.
Location
San Clemente, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sei Investments Management CORP
Sei Investments Distribution CO.
Sei Investments Distribution CO.Broker
Previous Registrations
Meeder Advisory Services, INC.
Meeder Asset Management, INC.
Meeder Distribution 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.