James
Bacon
Nutter Investment Advisors
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About this Advisor
James Bacon is a chartered financial analyst based in Boston, Massachusetts, with 6 years of relevant experience. Bacon is currently employed by Nutter Investment Advisors. Throughout their career, Bacon has worked at Crestwood Advisors, Granite Harbor Asset Management, LLC, Commonwealth Financial Network, Nutter Investment Advisors and The Farland Group, LLC. Bacon is able to work in Massachusetts. Nutter Investment Advisors is a business based in Boston, MA. It administers $2 billion in total assets across its 34 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. Of its 34 accounts, 73% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company offers a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees typically are based on which service is offered. However, fees billed by Nutter Investment Advisors may include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nutter Investment Advisors Brokerage Details
$2,145,537,720
5
34
$63,104,051
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Bacon Work History
James has been registered as a financial advisor for 6 years.*
Nutter Investment Advisors
Commonwealth Financial Network
The Farland Group, LLC
Granite Harbor Asset Management, LLC
Crestwood Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Bacon 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 Nutter Investment Advisors
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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