James Atchley
James Atchley is a registered investment advisor at Wealth Foundations Partners, LLC, based in Salt Lake City, UT, with 1 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 313 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WFP manages investment portfolios for a fee based on the value of your portfolio. The fee also includes financial planning at no additional cost. WFP uses third-party platforms like UX Wealth Partners and Castleview Partners for sub-advisory and administrative services. The total fee, including WFP's fee and the platform fee, will not exceed 3% of your portfolio per year. The specific fee is negotiable and agreed to in writing.
Location
50 W Broadway Ste 333, Pbm 181231, Salt Lake City, UT, 84101
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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 works as an independent contractor for Global View Capital Advisors, a marketing firm for insurance and advisory services, and as an insurance agent for Global View Capital Insurance Services and Experior Financial Group. He spends a few hours per week marketing, educating, and selling insurance products, including life, long-term care, disability insurance, and fixed annuities.
Employment History
Current Registrations
Wealth Foundations Partners, LLC
Previous Registrations
Global View Capital 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.