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Credentials
PFS™, Series 63
Experience Industry experience
1 year
Location
Deer Lodge, MT 59722
James C Wangerin, CPA/PFS
Independent
Total advisors
1Clients per advisor
61 Very HighAvg AUM per client
$84,476 Very LowHNW client ratio
0% LowJames Wangerin is the sole advisor at James C Wangerin, CPA/PFS with 1 year of industry experience. He holds the PFS™ and Series 63 designations and has been involved in the accounting and tax preparation field through Wangerin CPA & Wangerin EA since 2017. He is also a licensed insurance agent, though he does not sell insurance. The firm provides portfolio management services primarily to individual clients, along with small businesses and non-profits, managing about $5.15 million in assets across roughly 61 client relationships. It offers both discretionary and non-discretionary management options using stocks, mutual funds, ETFs, bonds, and options, and integrates accounting and insurance services through affiliated entities.
Based on James C Wangerin, CPA/PFS
$0 - $199,999: 1% per annum $200,000+: 0.25% per annum $0 - $4,999,999: 0.50% per annum (Advisor's Fee) + 0.25% per annum (Betterment’s Fee) = 0.75% total fee $5,000,000 - $14,999,999: 0.50% per annum (Advisor's Fee) + 0.20% per annum (Betterment’s Fee) = 0.70% total fee $15,000,000 - $24,999,999: 0.50% per annum (Advisor's Fee) + 0.15% per annum (Betterment’s Fee) = 0.65% total fee $25,000,000+: 0.50% per annum (Advisor's Fee) + 0.12% per annum (Betterment’s Fee) = 0.62% total fee
Deer Lodge, MT
413 Main Street
Deer Lodge MT 59722
Advisors at this office
1
Montana
1 year of industry experience
Wangerin CPA & Wangerin EA, LLP
2019 - Present • 7 years
Deer Lodge, MT
Wangerin, James C
2017 - Present • 9 years
Deer Lodge, MT
James C Wangerin, CPA/PFS
1997 - 2019 • 22 years
Deer Lodge, MT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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