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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-04-2006
- Office Locations
- 1
Office Locations
About Perspective Wealth Partners, LLC
Boise-based Perspective Wealth Partners is a fee-only fiduciary RIA providing high-touch wealth management that integrates financial planning with portfolio design. Portfolios use broadly diversified, low-cost, tax-efficient index funds, managed with disciplined rebalancing and tax-loss harvesting. Planning spans tax strategy, retirement, insurance, charitable giving, and concentrated stock, with a CPA on staff and a client mobile app for all-accounts visibility.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES MCCORMICK BAILEY
Chief Compliance Officer, Managing Member, President
- CRD
- #5125409
- Ownership
- 25% but less than 50%
TRAVIS VIRGIL SCHAAT
Senior Financial Advisor
- CRD
- #5634032
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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Skyler Manabu Eubank
Associate Advisor
- CRD
- #7639636
Paige Susanne Moon
--
- CRD
- #7941686
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $843,910,938 | $3,184,570 |
| Total | $843,910,938 | $3,184,570 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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