James Sutton is a registered investment advisor at Echo45 Advisors LLC, based in Walnut Creek, CA, with 12 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 198 clients with $190M 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 | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.65% |
Schedule is for Comprehensive Wealth Management. Investment Management fees are lower: 1.00% on the first $1M, 0.75% on the next $4M, 0.50% on the next $5M, and 0.35% over $10M.
Fee Estimator
Location
1802 Tice Valley Blvd, Walnut Creek, CA, 94595
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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 passive investor in Land Club LLC, a property tech company, and Land Club Sutter Creek LLC, a land development company. He dedicates minimal time to these activities, which are not investment-related.
Employment History
Current Registrations
Echo45 Advisors LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan StanleyBroker
Morgan Stanley
MML Investors Services, LLCBroker
State Registrations1 state
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