James Coleman is a PFS-designated registered investment advisor at Griffiths, Dreher & Evans, P.s., Cpas, based in Spokane, WA, with 18 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, High Net Worth, Investment Management. Their firm serves 915 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable or waived in some circumstances.
Fee Estimator
Location
408 N Mullan Rd, Spokane, WA, 99206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
James works as a CPA practitioner at Griffiths, Dreher & Evans, PS, CPAs, dedicating full-time hours to this role, with about half their time during securities trading hours. James also owns rental property, spending minimal time per month on this activity.
Employment History
Current Registrations
Griffiths, Dreher & Evans, P.s., Cpas
State Registrations1 state
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