James Pritchard is a registered investment advisor at Delta Investment Management, LLC, based in Durango, CO, with 16 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. Their firm serves 1,212 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Delta Investment Management charges a fee based on the value of your investments, ranging from 1.00% to 1.85% per year. The exact fee depends on factors like the complexity of services, account size, and how long you've been a client. This fee covers investment advice, reporting, and account-related services. Financial planning services are included in these fees, except for subadvisory accounts.
Location
Durango, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James operates under the DBA JP Pritchard Investment Consulting, writing articles and creating investment portfolio models, dedicating a few hours per week. He is also a financial advisor at NorthStar Financial & Retirement Planning, LLC, spending about a quarter of his time on retirement planning, and a consultant for Rising Star Distributors, spending minimal time referring RIAs and IARs to back office platforms.
Employment History
Current Registrations
Delta Investment Management, LLC
Previous Registrations
Saxony Capital Management, LLC
W.E. Donoghue & CO., LLC
Swan Wealth Advisors, INC.
Pritchard Investment Management
State Registrations1 state
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