Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Caprock's fees may include fixed fees or fees based on a percentage of assets under management and advisement. The annual fee for Investment Advisor Services will generally be no greater than 1% of assets under management. Fees are negotiable based on client requirements and service complexity. In special arrangements, Caprock charges a fixed retainer fee based on anticipated services. Fees are billed monthly in arrears.
Areas of Practice
Advisor Information
Office location
800 West Main Street, Suite 1150, Boise, ID, 83702
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.
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James is a board member of Biotracking, LLC and Xian Advisors, LLC, and serves on the advisory board for Westly Group and Pac West. He also serves on the investment committee for the University of Idaho Foundation, providing investment advice and general oversight.