James Booth is a registered investment advisor at Legacy Wealth Partners, LLC, based in Lakewood, CO, with 15 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,064 clients with $650M 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 | 1.50% |
Annual fee of up to 1.50% of assets under management. Fee payment arrangements can be negotiated.
Fee Estimator
Location
215 Union Blvd., Suite 215, Lakewood, CO, 80228
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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 works as a pilot for United Airlines, dedicating about half of his time to this role. He also works seasonally as a ski instructor and is an insurance agent for Legacy Wealth Partners, LLC, spending a few hours per week selling fixed insurance products.
Employment History
Current Registrations
Legacy Wealth Partners, LLC
Previous Registrations
Aveo Capital Partners, LLC
Securities America, INC.Broker
Arbor Point Advisors
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Purshe Kaplan Sterling InvestmentsBroker
Pks Advisory Services, LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.