James Wood is a registered investment advisor at Insight Financial Strategists, based in Newton, MA, with 10 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 24 clients with $25M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30M+ | 0.30% |
In some circumstances the fee charged may be less than above. A minimum household charge of $12,000 per year generally applies. This household charge may be waived or reduced at the discretion of Insight Financial Strategists.
Fee Estimator
Location
29 Crafts Street, Suite 420, Newton, MA, 02458
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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 a managing partner and 44% owner of Electron Processing Systems, L.L.C., which sells or licenses patents related to electron beam sterilization technology. He spends a few hours per week on this activity, including a minimal amount of time during trading hours.
Employment History
Current Registrations
Insight Financial Strategists
State Registrations1 state
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