James Nelson is a CFA-designated registered investment advisor at Euro Pacific Asset Management, LLC, based in Dorado, PR, 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 Investment Management. Their firm serves 3,790 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Euro Pacific Asset Management (EPAM) offers separately managed accounts directly to investors outside the United States, as well as certain investors inside of the United States. EPAM charges annual management fees to its clients which may differ on a case-by-case basis and generally range from between 1.00% - 2.00%; however, EPAM’s management fee is negotiable at EPAM’s discretion.
Location
Lots 81-82, Street C, Suite 206, Dorado, PR, 00646
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a board member for New Fuels, an energy production company, dedicating minimal time. His duties include advising the company on business matters.
Employment History
Current Registrations
Euro Pacific Asset Management, LLC
Previous Registrations
Euro Pacific Capital, INC.
State Registrations1 state
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