James Rich
James Rich is a CFP-designated registered investment advisor at Quotient Wealth Partners, LLC, based in Lake Hopatcong, NJ, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,901 clients with $3.5B 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 $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), QWP can negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
Lake Hopatcong, NJ
Get directionsHistory
Regulatory History (2)
Regulatory
October 2015Criminal
January 1994Employment History
Current Registrations
Quotient Wealth Partners, LLC
Previous Registrations
Goldman Sachs Personal Financial Management
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations1 state
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