Perspective Wealth Partners, LLC
Perspective Wealth Partners, LLC (CRD# 140330) is a financial advisory firm headquartered in Boise, ID. They manage $144,507,645 in 432 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management145MILLION
Total Number of Accounts432ACCOUNTS
Average Account Value$334,508
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, ID, OR, WA
James Bailey (CRD# 5125409) is an Investment Advisor Representative working at Perspective Wealth Partners, LLC in Boise, ID and has over 10 years of experience in the finance industry.