James Spangler is a registered investment advisor at Tradewinds Wealth Management, based in Portland, OR, with 5 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 261 clients with $140M 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 $500K | 1.50% |
| $500K - $1000K | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $15.0M | 0.80% |
| $15.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.70% |
| $30.0M - $40.0M | 0.65% |
| $40.0M - $50.0M | 0.60% |
| $50M+ | 0.55% |
Advisory fees may be negotiated based on individual client circumstances. Some clients may also pay an additional 0.18% fee to Parametric Portfolio Associates LLC for sub-advisory services.
Fee Estimator
Location
5550 S Macadam Ave, Ste 110, Portland, OR, 97239
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tradewinds Wealth Management
Previous Registrations
Financial Advocates Investment Management
LPL Financial LLCBroker
State Registrations3 states
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