James
Mosher
Old Peak Finance
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About this Advisor
James Mosher is a financial advisor based in Chapel Hill, North Carolina, working with Old Peak Finance. James has previously held positions at Merit Wealth Management, LLC, Grant Mosher Consulting, LLC, Merit Wealth Management, Summit Financial Strategies, Inc, Startups.Co / Fundable, Foster & Motley, Inc, Launchpad Planning, LLC, Bluesky Wealth Advisors, LLC, and Old Peak Finance, LLC. James is registered to provide services in North Carolina. Currently, James is part of Old Peak Finance, which operates out of Chapel Hill, North Carolina. The firm has 10 employees and manages assets totaling $471.9 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 and portfolio management for individuals and small businesses. The fee structure at Old Peak Finance includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Old Peak Finance Brokerage Details
$471,875,202
10
600
$786,459
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Mosher Work History
Old Peak Finance, LLC
Bluesky Wealth Advisors, LLC
Merit Wealth Management, LLC
Grant Mosher Consulting, LLC
Merit Wealth Management
Launchpad Planning, LLC
Summit Financial Strategies, Inc
Startups.Co / Fundable
Foster & Motley, Inc
Disclosures
Please visit the SEC profile of James Mosher 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 Old Peak Finance
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
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