James Cannon is a registered investment advisor at Cannon Wealth Group LLC, based in Eagle, ID, with 14 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, High Net Worth, Investment Management, and 1 more. Their firm serves 26 clients with $12M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
These rates are for equity portfolios. Fixed income portfolios have lower rates: First $5M: 0.40%, Next $5M: 0.35%, Over $10M: 0.30%. Fees may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
Eagle, ID
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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
Cannon Wealth Group LLC
Previous Registrations
Farr Miller & Washington LLC
One Capital Management, LLC
State Registrations3 states
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