James Bacon is a CFA-designated registered investment advisor at Nutter Investment Advisors, based in Boston, MA, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $3B 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
For fixed-income portfolios, the rates are 75% of the equity and balanced portfolio rates. Advisory fee is negotiable. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
Seaport West, 155 Seaport Boulevard, Boston, MA, 02210
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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
Nutter Investment Advisors
Previous Registrations
Commonwealth Financial Network
Granite Harbor Asset Management, LLC
State Registrations1 state
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