Advisor at FamilyWealth Asset Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FamilyWealth Asset Management
Location
Masfield, MA 02048
Credentials
Series 65
Industry experience
5 years
James Mayer is a Series 65-licensed financial advisor with five years of industry experience. He is currently with FamilyWealth Asset Management and has previously worked at Voya Financial. Mayer is also president of Freedom America Retirement Services of New England, an insurance agency offering fixed insurance products. FamilyWealth Asset Management serves a diverse client base including individuals, high-net-worth households, and institutional clients. The firm employs a multi-asset, dynamic investment approach that integrates passive, active, and alternative strategies, supported by a platform-centric structure that includes proprietary technology and model portfolio implementation.
Based on FamilyWealth Asset Management
Based on FamilyWealth Asset Management
$0+: 1.45% annually (Retail clients - flat rate) $500,000 - $1,000,000: 0.80% annually $1,000,000 - $2,000,000: 0.70% annually $2,000,000 - $5,000,000: 0.65% annually $5,000,000 - $10,000,000: 0.60% annually
FamilyWealth Platform asset-based fees: 0.30% on first $500,000; 0.25% on next $500,000; 0.20% on next $1,000,000; 0.15% on next $1,000,000; 0.10% on next $1,000,000; 0.05% on assets over $4,000,000
Account minimum: $500,000 for institutional accounts; no minimum for retail/individual accounts
20 Cabot Blvd, Suite 300
Masfield, MA 02048
Massachusetts
Freedom America Retirement Services of New England LLC
2018 - Present (8 years)
Unemployed
2017 - 2017 (1 year)
Voya Financial
2014 - 2017 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 66
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Series 65
Medfield, MA
Paceline Wealth Management, LLC
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