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).

By the Numbers
  • Total Assets Under Management
    145
    MILLION
  • Total Number of Accounts
    432
    ACCOUNTS
  • Average Account Value
    $334,508
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID, OR, WA

Financial Advisors at Perspective Wealth Partners, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James M. Bailey
CRD#: 5125409
Boise, ID
93
Wealthminder
score

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.

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