James Arthur Mayer

Familywealth

4 Years of Experience

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Firm Information

Familywealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

13 advisors

Number of Clients

367 clients

Average Client Portfolio

$944K average

Assets Under Management

$346.3M

Fee Structure

This firm's brochure has been updated to provide updated information related to FWA’s fees and compensation. Please contact us at 866 -746-3743 or via email at info@familywealth.us for more information.

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Areas of Practice

Investment Management

Advisor Information

Office location

20 Cabot Blvd, Suite 300, Masfield, MA, 02048

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Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

James is the President of Freedom America Retirement Services of New England, LLC, and an insurance agent offering fixed insurance products. This is his primary business, started in 2018, and takes nearly full-time hours.

Employment History

Current Registrations

Familywealth Asset Management

January 2021 - Present · 5 yrs

Familywealth

January 2021 - Present · 5 yrs

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.