James Mayer is a registered investment advisor at Familywealth Asset Management, based in Masfield, MA, with 5 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 424 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FamilyWealth charges a percentage of the assets they manage.
For retail clients, the fee is 1.45% of the portfolio value.
For institutional clients, the fees are:
- $500,000 - $1,000,000: 0.80% per year
- $1,000,000 - $2,000,000: 0.70% per year
- $2,000,000 - $5,000,000: 0.65% per year
- $5,000,000 - $10,000,000: 0.60% per year
In addition to the above fees, clients will pay platform fees as follows:
- First $500,000: 0.30%
- Next $500,000: 0.25%
- Next $1,000,000: 0.20%
- Next $1,000,000: 0.15%
- Next $1,000,000: 0.10%
- Assets Over $4,000,000: 0.05%
An additional 0.10% to 0.35% asset management fee applies for asset managers of strategies and portfolios in the Managed Account Solutions Platform, depending on the manager selected.
Location
20 Cabot Blvd, Suite 300, Masfield, MA, 02048
Get directionsHistory
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 the President of Freedom America Retirement Services of New England, LLC, and an insurance agent offering fixed insurance products. This is his primary business, started in 2018, and takes nearly full-time hours.
Employment History
Current Registrations
Familywealth Asset Management
Familywealth
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.