James Curran
James Curran is a registered investment advisor at Pacific Point Wealth Management, based in Carlsbad, CA, with 9 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 38 clients with $6.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Point Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The specific fee is determined by the scope of services, the amount you invest, and is negotiable. Fees are billed monthly in advance and deducted from client accounts.
Location
6125 Paseo Del Norte, Carlsbad, CA, 92011
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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 ActivitiesSells Insurance
James operates under the DBA name AIM Wealth Management Group, offering life, health, and disability insurance through Xton, and investment advisory services through X Advisors. He dedicates about a quarter of his time to this activity.
Employment History
Current Registrations
Pacific Point Wealth Management
Previous Registrations
Oneseven
Xton Financial LLCBroker
X Advisors, LLC
Edward Jones
Edward JonesBroker
Wells Fargo Clearing Services, 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.