James Bowler
James Bowler is a registered investment advisor at Colsara National Wealth Management LLC, based in Hermosa Beach, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 42 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colsara National Wealth Management charges an annual fee based on the value of your portfolio. The fee can be up to 1.00% annually, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are negotiable.
Location
Hermosa Beach, CA
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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 →Employment History
Current Registrations
Colsara National Wealth Management LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations3 states
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.