James Bailey is a registered investment advisor at Perspective Wealth Partners, LLC, based in Boise, ID, with 19 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 291 clients with $840M 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.50% |
| $6.0M - $12.0M | 0.35% |
| $12.0M - $24.0M | 0.25% |
| $24M+ | 0.15% |
Education Plan Assets held in State 529 Plan Account(s) and Donor Advised Fund Assets (if applicable) are charged a flat rate of 0.25%. Fees are not negotiable.
Fee Estimator
Location
121 N 9th Street, Suite 400, Boise, ID, 83702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Perspective Wealth Partners, LLC
State Registrations1 state
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