James Fisher is a registered investment advisor at The Aranda Group Advisors, LLC, based in Jenkintown, PA, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 159 clients with $230M 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 | 2.00% |
Fees are generally 2.00% per annum and are negotiable based on account size, asset structure complexity, and other unique factors. Unified Managed Accounts also generally charge 2.00% per annum, which includes overlay manager and third-party manager fees.
Fee Estimator
Location
724 Old York Road, Jenkintown, PA, 19046
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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 Activities
James is involved in several outside business activities, including working with The Aranda Group, co-chairing Tire Rack Street Survival, working as an air pollution control consultant, and serving as a board member for Nancy's House and the Eastern Montgomery County Chamber of Commerce. These activities require minimal time commitment.
Employment History
Current Registrations
The Aranda Group Advisors, LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
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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