James Anadon is a registered investment advisor at Simplyria Advisor Network, based in Reedley, CA, 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 Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 602 clients with $210M 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 | 3.00% |
Advisory fees are negotiable and will not exceed 3.00% annually. A minimum annual fee of $300 per account may apply. Certain accounts may also incur a $35 annual technology fee.
Fee Estimator
Location
Reedley, CA
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Regulatory History (1)
Customer Dispute
June 2022Employment History
Current Registrations
Simplyria Advisor Network
Previous Registrations
Pillar6 Advisors, LLC
World Equity Group, INC.
World Equity Group, INC.Broker
Morgan StanleyBroker
State Registrations1 state
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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