James Goodhart
James Goodhart is a registered investment advisor at Chancellor Financial Group Wb LP, based in Pottstown, PA, with 43 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, Retirement Planning. Their firm serves 894 clients with $220M 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.00% |
Investment advisory fees are also available at a fixed fee basis which is negotiable at the sole discretion of the Advisor depending on the size, nature and complexity of the Client relationship. Fixed fees range up to $50,000 per year, not to exceed 2.00% of assets under management. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.
Fee Estimator
Location
Pottstown, PA
Get directionsHistory
Regulatory History (3)
Judgment / Lien
December 2017Judgment / Lien
November 2015Judgment / Lien
March 2012Other Business ActivitiesSells Insurance
James is an insurance agent, licensed since 1980, marketing and selling fixed insurance and annuity products through ABA Life Sales. This takes minimal time.
Employment History
Current Registrations
Chancellor Financial Group Wb LP
Previous Registrations
Taylor Capital Management INC.Broker
Nations Financial Group, INC.Broker
Midsouth Capital, INC.Broker
First Security Investments, INC.Broker
First Security Investments, INC.Broker
Seco West LimitedBroker
Shearson Lehman Brothers 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.