Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 1.00% to 1.85% annually, billed quarterly in advance. The fee is based on the value of the assets being managed and takes into account the use of third-party strategy providers, the scope and complexity of the services provided, account size, and account history with Delta. Financial planning services are included in the above fees, excluding subadvisory accounts. Fees are negotiable in limited circumstances. Clients are responsible for brokerage costs, transaction fees, and other charges.
Areas of Practice
Advisor Information
Office location
Durango, CO
Get directionsRegulatory 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 operates under the DBA JP Pritchard Investment Consulting, writing articles and creating investment portfolio models, dedicating a few hours per week. He is also a financial advisor at NorthStar Financial & Retirement Planning, LLC, spending about a quarter of his time on retirement planning, and a consultant for Rising Star Distributors, spending minimal time referring RIAs and IARs to back office platforms.