James Salter
James Salter is a registered investment advisor at Blossom Wealth Management, LLC, based in San Ramon, CA, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 251 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blossom Wealth Management charges up to 1.75% annually for investment management, paid quarterly. The fee is based on the value of your portfolio. Fees are negotiable and may be waived or reduced for family or related accounts. Some employee accounts may have different fee schedules based on prior agreements.
Location
San Ramon, 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 ActivitiesSells Insurance
James is an independent insurance agent since 2007, selling term and life insurance products. He dedicates minimal time to this activity.
Employment History
Current Registrations
Blossom Wealth Management, LLC
Previous Registrations
Instream Partners LLCBroker
Kw Securities CorporationBroker
Fallbrook Capital Securities CORP.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Quest Capital Strategies, INC.Broker
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.