James Parker
Advisor at Fremont Financial Advisors Inc.
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.
Advisor at Fremont Financial Advisors Inc.
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.
Location
Riverton, WY 82501
Credentials
Series 63, Series 65, Series 66
Industry experience
10 years
James Parker is an investment advisor representative at Fremont Financial Advisors Inc. with 10 years of industry experience. He holds the Series 63, 65, and 66 licenses. In addition to his advisory role, Parker is involved in ownership and management of related businesses including Fremont Financial Inc., Wyoming Benefits, Inc., and Sun Realty Inc., where he also operates as a licensed real estate broker. Fremont Financial Advisors serves small businesses and individual clients, focusing on medium- to high-net-worth households. The firm provides comprehensive financial planning and coordinates with outside specialists, offering clients access to outsourced investment management through multiple third-party platforms and a digital advisory option.
Based on Fremont Financial Advisors Inc.
Based on Fremont Financial Advisors Inc.
$0 - $1,000,000: 1.35% total (MIAM 0.80% + FFA 0.55%) >$1,000,000 - $5,000,000: 1.10% total (MIAM 0.65% + FFA 0.45%) >$5,000,000+: 0.85% total (MIAM 0.50% + FFA 0.35%) $0 - $249,999: 1.25% (FFA on Betterment platform) $250,000 - $499,999: 0.95% (FFA on Betterment platform) $500,000 - $2,000,000: 0.65% (FFA on Betterment platform) >$2,000,000+: Negotiable (FFA on Betterment platform) $0 - $5,000,000: 1.00% total (VCM 0.60% + FFA 0.40%) for Growth, Balanced, and Target Return strategies >$5,000,000+: Negotiable (VCM and FFA for all strategies)
$75-$125 per hour for coordination and administration of meetings
Account minimum: $10,000 for MIAM and Betterment platforms; typically $100,000 for VCM platform (negotiable on individual basis) Fee-only: Hourly fee $75-$125 for coordination and administration of meetings
2220 Riverview Road
Riverton, WY 82501
Wyoming
Fremont Financial Advisors, Inc.
2013 - Present (13 years)
Sun Realty Inc.
2013 - Present (13 years)
Wyoming Benefits, Inc.
2011 - Present (15 years)
Fremont Financial Inc.
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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