James Stamper is a registered investment advisor at Fourthought Financial Partners, LLC., based in Venice, FL, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 947 clients with $1.6B 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 | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
The management fee is subject to negotiation and may be discounted.
Fee Estimator
Location
310 W. Venice Avenue, Suite 201, Venice, FL, 34285
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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 →Employment History
Current Registrations
Fourthought Financial Partners, LLC.
Previous Registrations
Fourthought Private Wealth
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 states
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