James Coon
James Coon is a registered investment advisor at Ensign Advisory Partners LLC, based in Gilbert, AZ, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 288 clients with $92M 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 | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
111 E. Rivulon Blvd., Suite 103B, Gilbert, AZ, 85297
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2023Other Business ActivitiesSells Insurance
James is an insurance producer providing life and annuity products to clients, dedicating a few hours per week to this activity. He is also a managing member of Freedom Cleaners LLC, an LLC for cleaners services, spending minimal time on this.
Employment History
Current Registrations
Ensign Advisory Partners LLC
Previous Registrations
Pfg Advisors
Securities America, INC.Broker
Regents Partners, LLC
Foresight Wealth 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.