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JB
CFP · ChFC
JB
CFP · ChFC

James Bayard

Capital South Wealth Management, LLC
12 Years of Experience
Baton Rouge, LA
Sells Insurance
View SEC Summary
View SEC Summary

James Bayard is a CFP, ChFC-designated registered investment advisor at Capital South Wealth Management, LLC, based in Baton Rouge, LA, 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 129 clients with $110M in assets under management.

Capital South Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
129 clients
Average Client Portfolio
$878K average
Assets Under Management
$113.3M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

The annual fee of 1.25% is negotiable based on historical relationships, asset types, anticipated future assets, and account size. Held-away assets are charged up to 1.00% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

6513 Perkins Road, Suite 106, Baton Rouge, LA, 70808

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

James is an insurance agent at Life Brokerage, LLC since 2017. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
Capital South Wealth Management, LLC
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
LPL Financial LLC
August 2016 - September 2019 · 3 yrs 1 mo
LPL Financial LLCBroker
August 2016 - September 2019 · 3 yrs 1 mo
Cetera Advisors LLC
January 2014 - August 2016 · 2 yrs 7 mos
Cetera Advisors LLCBroker
December 2013 - August 2016 · 2 yrs 8 mos
State Registrations2 states
LATX
Advisor

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.

Exams
No exam information available for this advisor.
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