JB

James Herbert Bailey

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
257 clients
Average Client Portfolio
$381K average
Assets Under Management
$97.9M

Fee Structure

Minimum Investment:$25K
Financial Plan Fee:$1,500
Hourly Rate:$250/hr

Talon Private Wealth charges fees for financial planning either on an hourly basis ($250/hour) or a fixed fee basis (minimum $1,500). Portfolio management fees are based on a percentage of assets under management, with a maximum annual fee of 2.0%, which includes management and model portfolio fees. Fees are negotiable. A minimum balance of $25,000 is required, but may be waived.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

11974 Cr 101, Suite 103, The Villages, FL, 32162

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 1996
Award / Judgment
Other Business Activities

James is an investment advisor representative (IAR) at Retirement Wealth Advisors, Inc. since 2019, and at Talon Private Wealth, LLC since 2021. The first role takes about half of James's time.

Employment History
Current Registrations
Talon Private Wealth, LLC
April 2021 - Present · 4 yrs 9 mos
Brookstone Wealth Advisors, LLC
April 2019 - Present · 6 yrs 9 mos
Previous Registrations
R.W. Towt & AssociatesBroker
June 2009 - December 2009 · 6 mos
Emmett a Larkin Company, INC.Broker
June 2006 - June 2007 · 1 yr
Salomon Grey Financial CorporationBroker
September 2005 - February 2006 · 5 mos
Salomon Grey Financial CorporationBroker
March 2003 - August 2003 · 5 mos
Stellar Investments, INC.Broker
June 1999 - April 2001 · 1 yr 10 mos
Cohig & Associates, INC.Broker
October 1996 - June 1997 · 8 mos
Dallas Research & Trading, INC.Broker
July 1995 - November 1996 · 1 yr 4 mos
Investors Associates, INC.Broker
September 1994 - June 1995 · 9 mos
Taj Global Equities, INC.Broker
December 1993 - September 1994 · 9 mos
J. Gregory & Company, INC.Broker
July 1991 - December 1993 · 2 yrs 5 mos
Barron Chase Securities, INC.Broker
May 1991 - July 1991 · 2 mos
Chatfield Dean & Co., INC.Broker
November 1990 - February 1991 · 3 mos
The Stuart-James Company, IncorporatedBroker
July 1985 - December 1990 · 5 yrs 5 mos
State Registrations4 states
CAFLIANE
Advisor
Exams
No exam information available for this advisor.