James Dalrymple is a registered investment advisor at Raymond James (USA) LTD, based in Vancouver, 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 Investment Management. Their firm serves 4,864 clients with $2B 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 $500K | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable with the financial advisor.
Fee Estimator
Location
925 West Georgia St, Suite 2100-A, Vancouver, V6C 3L2
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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 Senior Financial Advisor and Portfolio Manager at Raymond James LTD, dedicating full-time hours to sales and portfolio management. He also owns Dalrymple Wealth Counsel Group, Inc., a support company, spending significantly more than full-time hours per week on this.
Employment History
Current Registrations
Raymond James (USA) LTD
Raymond James (USA) LTD.
Raymond James (USA) LTD.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations8 states
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