Mark James is a registered investment advisor at Alexander Beard (USA) INC., based in San Mateo, CA, with 13 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 75 clients with $49M 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 | 1.00% |
Annual fee of up to 1.00% of assets under management. Fees are negotiable based on factors such as account size, relationships, and scope of services.
Fee Estimator
Location
1670 S. Amphlett Blvd., Suite 214-49, San Mateo, CA, 94402
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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
Alexander Beard (USA) INC.
Previous Registrations
Alexander Beard (USA), LLC
Devere USA INC.
State Registrations5 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.
Exams
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