James Buckham is a CFA-designated registered investment advisor at Wellesley Asset Management, INC., based in Portsmouth, NH, 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 Investment Management. Their firm serves 1,478 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellesley Asset Management's fees for referred clients range from 0.45% to 1.00% per year, based on the agreement with the referring advisory firm. There is a $500,000 minimum account size for new clients. Fees are deducted from client accounts quarterly, in advance, and unearned fees are refunded if the relationship ends early.
Location
100 Market Street, Suite 203, Portsmouth, NH, 03801
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Wellesley Asset Management, INC.
Previous Registrations
Wellesley Asset Management, INC.
State Registrations1 state
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