James Bashall is a registered investment advisor at Nerdwallet Wealth Partners, LLC, based in New York, NY, with 2 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 694 clients with $260M 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 $100K | Included |
| $100K - $500K | 0.90% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
The annual fees are negotiable. For accounts with assets under $100,000, the annual fee is a flat $900.
Fee Estimator
Location
123 William Street, 21st Floor, New York, NY, 10038
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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 Activities
James is a registered Chartered Accountant (South Africa) with the South African Institute of Chartered Accountants. He does not actively work under this title but maintains his registration.
Employment History
Current Registrations
Nerdwallet Wealth Partners, LLC
Previous Registrations
Future You Wealth
State Registrations1 state
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