James Wood is a registered investment advisor at Insight Financial Strategists, based in Newton, 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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 24 clients with $28M 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 - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30M+ | 0.30% |
A minimum household charge of $12,000 per year generally applies, which may be waived or reduced at the firm's discretion. Fees may be negotiable.
Fee Estimator
Location
29 Crafts Street, Suite 420, Newton, MA, 02458
Get directionsHistory
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 →Other Business Activities
James is a managing partner and 44% owner of Electron Processing Systems, L.L.C., which sells or licenses patents related to electron beam sterilization technology. He spends a few hours per week on this activity, including a minimal amount of time during trading hours.
Employment History
Current Registrations
Insight Financial Strategists
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
More Advisors
- Christoph Chen, CFPInsight Financial Strategists
- Matthew Barrand, CFPEdward Jones
- Gayle Buff, CFA, CFPBuff Capital Management, LLC
- Jonathan Brandl, CFPMain Street Financial Solutions, LLC
- Michael Mufson, CFARedwood Investments, LLC
- Richard Fingerman, CFPBeacon Pointe Advisors, LLC