James Cook is a registered investment advisor at Rutherford Investment Management, based in Portland, OR, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 65 clients with $250M 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 $25.0M | 1.25% |
| $25.0M - $50.0M | 1.00% |
| $50M+ | 0.75% |
Fees may be negotiable in certain limited circumstances.
Fee Estimator
Location
10300 SW Greenburg Road, Suite 115, Portland, OR, 97223
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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
Rutherford Investment Management
Previous Registrations
Rutherford Investment Management, LLC
Rutherford Investment Management LLC
Rutherford Investment Management LLC
State Registrations1 state
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