James Laite is a registered investment advisor at Cadence Wealth Management LLC, based in Westborough, MA, with 14 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 696 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cadence Wealth Management charges an annual fee based on the value of your investments. The fee ranges from 1.00% to 2.50% depending on the complexity of the services, the amount of assets managed, and the overall relationship with Cadence. Fees are paid quarterly, in advance. Fees may be negotiable.
Location
1800 West Park Drive, Suite 330, Westborough, MA, 01581
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a registered representative at Purshe Kaplan Sterling Investments since 2010. He also serves as a commissioner for the Town of Lancaster and assists with ski equipment sales, rental, and maintenance at Wachusett Mountain Ski Area for about 20% of his time during the winter months.
Employment History
Current Registrations
Cadence Wealth Management LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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