James Barchiesi
James Barchiesi is a registered investment advisor at Polymath Capital Advisors, LLC., based in Pembroke Pines, FL, with 4 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 31 clients with $4.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Polymath Capital Advisors charges an annual fee based on the amount of assets managed. The minimum annual fee is $50,000 for accounts up to $4,999,999. For accounts between $5M and $14,999,999, the minimum annual fee is $150,000. For accounts between $15M and $24,999,999, the minimum annual fee is $250,000. For accounts over $25M, the fee is 1% of the assets managed. Betterment accounts are charged 0.25% annually.
Location
Pembroke Pines, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is the chairman/founder of Worksite Ventures and Worksite Capital Partners, LP, and a member of Innovation Garden, LLC, both investment-related. He also serves as the executive director of the U.S. Immigration & Customs Enforcement Foundation, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Polymath Capital Advisors, LLC.
State Registrations1 state
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