James L'esperance
Advisor at Barking Sands Capital
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 Barking Sands Capital
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
Troy, MI 48084
Credentials
ChFC®, Series 63
Industry experience
18 years
James L'esperance is a financial advisor at Barking Sands Capital in Minnetonka, MN, holding the ChFC® and Series 63 designations with 18 years of industry experience. He has operated The L'esperance Group, LLC since 2004. In addition to advisory services, he is involved in a licensed insurance agency that sells and services fixed insurance products such as life insurance and annuities. Barking Sands Capital provides personalized, fee-based investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $35 million across about 85 clients, typically employing core-equity and moderate-growth strategies with a focus on individualized investment policy statements and comprehensive planning services.
Based on Barking Sands Capital
Based on Barking Sands Capital
$100,000 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$250 per hour for limited scope engagements and follow-up implementation work
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,500 for Advisory Service Agreement; minimum fee for financial plan is $750 Fee-only: Financial planning fees range from $750 to $5,000 (negotiable); hourly planning rate is $250/hour
101 W. Big Beaver Rd., Suite 1400
Troy, MI 48084
Michigan · Minnesota
The L'esperance Group, Llc
2004 - Present (22 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.
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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