James Beaudoin is a registered investment advisor at Quincy Wells Advisors, LLC, based in Elm Grove, WI, with 24 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 78 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Great Point Advisors charges a percentage of your portfolio, an hourly rate, or a flat fee for wealth management services or financial planning. The fees are tailored to the specific services provided. When a client is using a fixed fee only service, there are additional fees the client will pay for, including reporting fees, custodial fees, transaction fees and third-party money manager fees.
Location
Elm Grove, WI
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Regulatory History (4)
Customer Dispute
June 2021Judgment / Lien
November 2019Customer Dispute
September 2013Employment Separation After Allegations
June 2008Other Business Activities
Jim is the secretary for Parks Edge, a jointly owned property, and the head tennis coach at Brookfield Academy High School. He spends minimal time on the property and about 10-20% of his time coaching during the season.
Employment History
Current Registrations
Quincy Wells Advisors, LLC
Great Point Capital LLC
Great Point Capital LLCBroker
Previous Registrations
Great Point Advisors, LLC
Berthel, Fisher & Company Financial Services, INC.Broker
Berthel Fisher & Company Financial Services, INC.
Brewer Investment Advisors LLC
Brewer Financial Services, LLCBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
UBS Global Asset Management (US) INC.Broker
Strong Investments, 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.