James Milroy is a CFA-designated registered investment advisor at Perspective Wealth Advisors, based in Loveland, CO, with 7 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 286 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perspective Wealth Advisors charges an annual fee based on the value of your portfolio. The maximum annual fee is 2.00%, depending on the size and complexity of your account. The fee is calculated monthly based on the average daily balance of the account.
Location
1615 Foxtrail Drive, Suite 260, Loveland, CO, 80538
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Perspective Wealth Advisors
Previous Registrations
Easterly Securities LLCBroker
Easterly Funds LLC
Fdx Capital LLCBroker
Easterly Funds LLC
Syntrinsic Investment Counsel, LLC.
Fidelity Brokerage Services LLCBroker
John Thomas FinancialBroker
Max International Broker/dealer CORP.Broker
State Registrations1 state
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.