MJ

Mark Anthony James

12 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
67 clients
Average Client Portfolio
$596K average
Assets Under Management
$39.9M

Fee Structure

Minimum Investment:$100K
Financial Plan Fee:$2,500
Hourly Rate:Up to $400/hr

Pension consulting services are offered for a negotiable fixed fee starting at $2,500. Portfolio management fees are up to 1.00% annually, based on assets under management. Consulting services are offered at a negotiable hourly rate of up to $400. Fees are negotiable based on assets, investments, and complexity. A minimum of $100,000 is generally required to establish an advisory relationship, but this may be waived.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Loading...

Advisor Information

Office location

14-15 Rossmore Business Village, Inward Way, Ellesmere Port, Cheshire, CH65 3EY

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Alexander Beard (usa) INC.
January 2019 - Present · 7 yrs
Previous Registrations
Alexander Beard (usa), LLC
April 2014 - December 2018 · 4 yrs 8 mos
Devere USA INC.
August 2013 - February 2015 · 1 yr 6 mos
State Registrations5 states
CALAMANJTX
Advisor
Exams
No exam information available for this advisor.
Mark Anthony James - Financial Advisor | AdvisorDiscover