James Parris is a registered investment advisor at Ivory Wealth Management INC., based in Staten Island, NY, with 4 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 29 clients with $8.7M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Staten Island, NY
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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 Activities
James is involved in property management through JC & JP Building Corp since 2020, which is not investment-related. He also coaches and trains soccer with the Syosset Soccer Club, dedicating a few hours per week seasonally.
Employment History
Current Registrations
Ivory Wealth Management INC.
State Registrations1 state
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