James Crockett is a CFA-designated registered investment advisor at East Coast Asset Management, LLC, based in Essex, MA, with 8 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 211 clients with $1B 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 | 0.75% |
Fees generally range from 0.75% to 1.0% per year and are negotiable. Specific fee percentages are set forth in the client's agreement. Certain qualified clients may be subject to a management fee plus performance fee structure.
Fee Estimator
Location
16 Martin Street, Essex, MA, 01929
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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 →Employment History
Current Registrations
East Coast Asset Management, LLC
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
- Christopher Begg, CFAEast Coast Asset Management, LLC
- Benjamin Favazza, CFPEast Coast Asset Management, LLC