James Scally is a CFP-designated registered investment advisor at Heritage Financial Services, based in Westwood, MA, with 25 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 1,250 clients with $3B 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are based on the aggregate value of all managed accounts within the established household. For Heritage Generations Group clients with assets custodied at Betterment, the fee is 0.75%.
Fee Estimator
Location
100 Lowder Brook Drive, Suite 1000, Westwood, MA, 02090
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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 serves as a trustee for a corporate retirement plan, conducted from the branch location. This activity is investment-related.
Employment History
Current Registrations
Heritage Financial Services
Previous Registrations
Commonwealth Financial Network
Heritage Financial Services, INC.
State Registrations2 states
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