James Sanford
James Sanford is a registered investment advisor at World Equity Group, INC., based in San Fransico, CA, with 4 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,151 clients with $1B 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 $75K | 0.47% |
| $75K - $750K | 0.42% |
| $750K+ | 0.35% |
Schedule includes the firm platform fee and tax overlay fee; third-party manager fees and representative fees are extra and negotiable. Accounts between $25k and $50k using the ETF Select model pay a flat 1.50% annual fee.
Fee Estimator
Location
San Fransico, CA
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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 is an insurance agent since 2018, offering insurance products and services. He is also a licensed general contractor since 2012, providing homeowner consulting services.
Employment History
Current Registrations
World Equity Group, INC.
World Equity Group, INC.Broker
Balanced Plan Financial Investment Advisors, INC.
Previous Registrations
Csp Financial Group LLC
State Registrations5 states
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.
Exams
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