James Nelson is a CFA-designated registered investment advisor at Euro Pacific Asset Management, LLC, based in Dorado, PR, with 17 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 3,661 clients with $2.2B 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 | 1.00% |
Annual management fees generally range from 1.00% to 2.00% and are negotiable at the firm's discretion.
Fee Estimator
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.
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 Activities
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
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
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