James Wahlberg is a registered investment advisor at Bare Wealth Advisors, based in Gap, PA, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bare Wealth Advisors offers asset management and comprehensive portfolio management services. The annual fee for these services ranges from 0.50% to 1.50% of the assets managed, depending on factors like account size and complexity. Fees are billed quarterly in advance. Adjustments are made for deposits and withdrawals over $100,000 during the quarter. Clients using sub-advisors will also pay fees to the sub-advisor.
Location
835 Houston Run Drive, Suite 260, Gap, PA, 17527
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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 ActivitiesSells Insurance
James owns a townhouse rental unit and works as an Investment Advisor Representative at Bare Wealth Advisors full-time. He also sells insurance products, including Medicare, life insurance, and long-term care, dedicating about 10-20% of his time to this activity, and volunteers at Millersville Bible Church.
Employment History
Current Registrations
Bare Wealth Advisors
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
State Registrations1 state
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