James Mattson
James Mattson is a registered investment advisor at Advisornet Wealth Partners, based in Minnetonka, MN, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,712 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdvisorNet Wealth Partners' investment management fee is negotiable, not exceeding 2.50% annually, for both wrap and non-wrap fee arrangements. The wrap fee includes trade execution, custody, reporting, and investment management fees. The non-wrap fee does not include these additional costs. Fees may be lower or waived based on various criteria. Cash is considered an asset class and included in fee calculations.
Location
110 Cheshire Lane, Suite 110, Minnetonka, MN, 55305
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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 ActivitiesSells Insurance
James sells fixed insurance products with various companies, dedicating a few hours per week. He is also a board member at St Johns University, owner and advisor at Mattson Wealth Management, LLC, and an investment advisory representative at Advisornet Financial Inc DBA Advisornet Wealth Partners, spending full-time hours between the latter two.
Employment History
Current Registrations
Advisornet Wealth Partners
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations12 states
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