James Spoor is a registered investment advisor at Sagace Wealth Management, based in St. Petersburg, FL, with 5 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 80 clients with $160M 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 | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.49% |
| $25M+ | 0.49% |
Fees negotiable for amounts over $25,000,001.
Fee Estimator
Location
877 Executive Center Drive West, Suite 100, St. Petersburg, FL, 33702
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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 the owner/manager of Spoor Law P.A., an estate planning and business transaction law firm, dedicating full-time hours to it. He also has ownership interests in several LLCs, including KINCARSAR, LLC (a holding company), RACKS AUTO, LLC (ownership of cars), and RACKS VENTURES, LLC (holding company for real estate development), along with being a passive partner in Bayview Insurance Solutions, LLC.
Employment History
Current Registrations
Sagace Wealth Management
State Registrations1 state
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