James Bulger is a registered investment advisor at Algorithmic Investment Models, based in Wayne, NJ, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 257 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Actual fees will vary, and some fees could be waived depending on the agreement with the client.
Fee Estimator
Location
Wayne, NJ
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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 →Employment History
Current Registrations
Algorithmic Investment Models
Previous Registrations
Ceros Financial Services, INC.Broker
Beaumont Financial Partners LLC
Assetmark Brokerage, LLCBroker
Capital Brokerage CorporationBroker
Assetmark, INC.
Capital Brokerage CorporationBroker
Quasar Distributors, LLCBroker
Fundquest Incorporated
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Salomon Smith Barney INC.Broker
Dean Witter Reynolds INC.Broker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations1 state
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