James Mcbarron is a registered investment advisor at Pacific Sage Partners, LLC, based in Edmonds, WA, with 4 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 830 clients with $990M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pacific Sage Partners' investment advisory fees range from 0.50% to 1.25% annually, based on the complexity of services, assets managed, and the overall client relationship. Clients invested in certain variable annuity products pay a 0.75% fee. Fees are calculated monthly based on the average daily market value of assets. The firm may use independent managers, and the total blended fee will not exceed 2.00% annually. Fees are negotiable.
Location
505 5th Avenue South, Suite 104, Edmonds, WA, 98020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pacific Sage Partners, LLC
Previous Registrations
Paul R. Ried Financial Group, LLC
State Registrations1 state
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