James Boucher
James Boucher is a CFP-designated registered investment advisor at Wilson & Boucher Capital Management, LLC, based in Orinda, CA, with 27 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, Investment Management, Retirement Planning. Their firm serves 133 clients with $280M 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 $500K | 1.20% |
| $500K - $1.0M | 1.10% |
| $1M+ | 1.00% |
Fees are negotiable based on the size and complexity of the portfolio.
Fee Estimator
Location
Orinda, CA
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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 reserve police officer for the Walnut Creek Police Department since 2008, dedicating about 10-20% of his time. Since 2013, he also serves as Secretary, Treasurer, and CFO for Risoftdev, Inc., a start-up technology company, with limited duties including financial reporting and consulting.
Employment History
Current Registrations
Wilson & Boucher Capital Management, LLC
Previous Registrations
Sdr Capital Management, INC.
State Registrations2 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.