James
Spoor
Sagace Wealth Management
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About this Advisor
James Spoor is a financial advisor based in Saint Petersburg, Florida, working with Sagace Wealth Management. James has previously held positions at Sagace Wealth Management LLC and Spoor Law, P.A. James has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, James is part of Sagace Wealth Management, which operates out of Saint Petersburg, Florida. The firm has 6 employees and manages assets totaling $100.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Sagace Wealth Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sagace Wealth Management Brokerage Details
$100,444,661
6
205
$489,974
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
James Spoor Work History
Sagace Wealth Management LLC
Spoor Law, P.A
Disclosures
Please visit the SEC profile of James Spoor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sagace Wealth Management
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
Saint Petersburg, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
