James Celico is a registered investment advisor at North Capital, based in Barrington, RI, with 20 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. Their firm serves 167 clients with $290M 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 $250K | 0.95% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee schedule is for Salt Lake clients. Sea Island clients pay 1.25% per year on all assets. A non-discretionary reporting fee of 0.15% per year also applies. Fees are negotiable.
Fee Estimator
Location
57 Maple Ave Suite 101A, Barrington, RI, 02806
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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 managing member of New England Office Network LLC, The RIA Network Group, LLC, and WH Charter Co, LLC, involved in real estate rental property management and consulting, dedicating varying amounts of time. He also works with Adaptive Distribution Group LLC as a general contractor, spending about full-time hours.
Employment History
Current Registrations
North Capital
North Capital Private Securities Corporation
North Capital Private Securities CorporationBroker
Previous Registrations
Avalon Securities, LTD.Broker
Fnex Capital, LLCBroker
Transparent Investment Solutions LLC
Manorhaven Capital LLCBroker
Avalon Securities, LTD.Broker
Fdx Capital LLCBroker
Stillpoint Capital, LLCBroker
American Securities Group, INC.Broker
Liberty Street Securities LLCBroker
Pcs Securities, INC.Broker
Pcs Securities, INC.Broker
Hartford Equity Sales Company INC.Broker
Fortis Investors, INC.Broker
Fortis Investors, INC.Broker
State Registrations3 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.