James Brophy is a CFP-designated registered investment advisor at Brophy Wealth Management, LLC, based in Bedford, NH, with 10 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 404 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brophy Wealth Management provides investment management services for an annual fee based on the value of your investments. This fee generally ranges from 0.75% to 1.25% per year for portfolios valued up to $2 million. For larger portfolios, the fee is negotiable. The total portfolio value may include assets from other members of your household, family, company 401k, or other individuals or institutions that they are connected with. The fee is calculated quarterly.
Location
40 South River Road, Bedford Place Unit 15, Bedford, NH, 03110
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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.
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James is a financial planner at Brophy Wealth Management, LLC, dedicating all of his time to this role. He also serves as treasurer for the Reverand Gelinas Scholarship Fund, spending minimal time on this investment-related activity.
Employment History
Current Registrations
Brophy Wealth Management, LLC
Apw Capital, INC.Broker
State Registrations10 states
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