James Peak
James Peak is a registered investment advisor at Welcome Home Wealth Advisors LLC, based in North Chesterfield, VA, with 10 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 259 clients with $51M 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 | 1.50% |
Direct management charges up to 1.50% annually, negotiable. Third-party managers have separate schedules ranging from 1.00% to 2.15% total annual fees.
Fee Estimator
Location
222 North Arch Road, North Chesterfield, VA, 23236
Get directionsHistory
Regulatory History (1)
Criminal
September 2005Employment History
Current Registrations
Welcome Home Wealth Advisors LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
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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