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JB
CFA · CFP
JB
CFA · CFP

James Bassett

Wealth Enhancement Advisory Services, LLC
7 Years of Experience
Summit, NJ
View SEC Summary
View SEC Summary

James Bassett is a CFA, CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Summit, NJ, 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 Alternative Investments, Annuities, Business Owners, Corporate Executives, and 8 more. Their firm serves 85,001 clients with $120B in assets under management.

Wealth Enhancement Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1019 advisors
Number of Clients
85,001 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$122.2B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and vary by client complexity, not to exceed 2.00% per year. Sample schedules show rates of 1.50% for portfolios under $1M, 1.25% for $1M to $2M, and 1.00% for over $2M.

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

Location

25 Union Pl, 3rd Floor, Summit, NJ, 07901

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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 Activities

James works as a consultant for Kaze Creative, LLC, focusing on business strategy, financial operations, and pricing/cash flow analysis. This activity requires minimal time.

Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
March 2025 - Present · 1 yr 7 mos
Previous Registrations
Altfest Personal Wealth Management
August 2021 - July 2024 · 2 yrs 11 mos
Personal Cfo Solutions LLC
July 2013 - March 2016 · 2 yrs 8 mos
State Registrations1 state
NJ
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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