James
Rutherford
Etico Wealth Management LLC
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About this Advisor
James Rutherford is a financial advisor based in Clifton Park, New York with 2 years of industry experience. Rutherford is an advisor for Etico Wealth Management LLC. Over the course of their career, they have held roles at J P Turner & Company LLC, Summit Brokerage Services Inc, Dlg Wealth Management LLC and Etico Partners LLC. Rutherford has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to work in New York. Etico Wealth Management LLC is an advisory business operating out of Clifton Park, NY. It has offices in five locations and a total of 11 advisors. It oversees $91 million in total assets between its 294 customer accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 294 customer accounts, 29% are held by high-net-worth individuals who have more than $1 million in investable assets. The firm performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice are based on which services the firm provides the client. Fees billed by Etico Wealth Management LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Etico Wealth Management LLC Brokerage Details
$90,552,526
11
294
$308,002
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Rutherford Work History
James has been registered as a financial advisor for 2 years.*
Etico Partners LLC
Dlg Wealth Management LLC
Summit Brokerage Services Inc
J P Turner & Company LLC
*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 Rutherford 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 Etico Wealth Management LLC
Clifton Park, NY
Clifton Park, NY
Bloomington, IN
Clifton Park, NY
Utica, NY
Clifton Park, NY
King Of Prussia, PA
Clifton Park, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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