Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Rooney is a financial advisor currently affiliated with Sapient Capital LLC. James has been in the industry since September 2009, specializing in providing financial planning, portfolio management for individuals, and selection of other advisors. James is registered in Florida. James has a background in private equity and media, serving on advisory boards for real estate, aerospace defense, and media companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Family office services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
12/16/2024 - Present
Sapient Capital LLC (Miami FL)
Active
Inactive
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