James Mcconaghy is a registered investment advisor at Eaglebrook Advisors, based in San Luis Obispo, CA, with 7 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 158 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Eaglebrook's fee is for providing the investment platform and investment advice, and is specified in each client's agreement. The fee is negotiated and established by the advisor. Fee rates for each model or custom allocation module are negotiated and established for each advisor and reflect the application of breakpoints based upon the total amount of client assets attributable to each advisor that are invested in the model or custom allocation module. The fee varies depending on the custom allocation module or model selected. Fee schedules may be offered as flat fee rates or tiered fee rates. Eaglebrook may not increase the fee rates without client's prior consent.
Location
1150 Laurel Lane Ste 180, San Luis Obispo, CA, 93401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Eaglebrook Advisors
Previous Registrations
Sound Income Strategies, LLC
Taylor Frigon Family Office, LLC
Taylor Frigon Capital Management LLC
State Registrations1 state
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