James Barnum is a registered investment advisor at Bright Road Wealth Management, LLC, based in Denver, CO, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 622 clients with $440M 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 - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable for accounts above $5,000,000.
Fee Estimator
Contact
James Barnum
Location
445 North Broadway, Denver, CO, 80203
Get directionsHistory
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 works as a firefighter/medic for the City of Aurora since January 2018. This activity is not investment-related.
Employment History
Current Registrations
Bright Road Wealth Management, LLC
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.
Exams
Additional Information
I have always been interested in investing starting with speculating on wine futures while still in college. I moved on to real estate, and now own several rentals across the Rocky Mountain Region. While my main career, up until this point, has been prehospital medical emergencies and firefighting, I have begun to pivot into assisting people in another plane of life. I am currently a Registered Investment Advisor working towards becoming a Certified Financial Planner under the tutelage of Bright Road Wealth Management.