James Morris
James Morris is a CFP-designated registered investment advisor at Fma Wealth Management, LLC, based in Duxbury, MA, with 46 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, High Net Worth, Insurance Planning, and 2 more. Their firm serves 144 clients with $170M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
33 Railroad Avenue, Suite 2, Duxbury, MA, 02332
Get directionsHistory
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 services fixed insurance products through J.M. Morris & Associates, spending minimal time on this activity. He also works on planning and data preparation for tax returns as an owner and client manager, dedicating a significant amount of time during tax season.
Employment History
Current Registrations
Fma Wealth Management, LLC
Previous Registrations
Fsa Wealth Management, LLC
Commonwealth Financial Network
Financial Management Associates, LLC
John Hancock Mutual Life Insurance CompanyBroker
Commonwealth Financial NetworkBroker
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.