James Bayard
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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 112 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee may be negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.). Assets Held Away: Up to 1.00% of managed assets. The annual fee is negotiable.
Fee Estimator
Location
6513 Perkins Road, Suite 106, Baton Rouge, LA, 70808
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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 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
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
State Registrations2 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.