James Abodeely
James Abodeely is a CFA-designated registered investment advisor at Sitka Pacific Capital Management, LLC, based in Seattle, WA, with 17 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. Their firm serves 49 clients with $41M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fee Estimator
Location
701 Fifth Ave, Suite 4200, Seattle, WA, 98104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
James is a non-profit board member, due diligence and financial modeling consultant, and writes blog and book reviews for ValueRestorationProject.com. He is also a managing member of Level Sleep LLC (distributing proceeds) and a minority partner in an LLC owning fitness studio franchises.
Employment History
Current Registrations
Sitka Pacific Capital Management, LLC
Previous Registrations
Sitka Pacific Capital Management, LLC
Paragon Investment Management INC
State Registrations1 state
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