James Clifford Bassett
Investment Adviser Representative at PEAK AMERICAN INVESTMENT ADVISORS, INC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
James Clifford Bassett has worked in the securities industry since 2015. They are registered to provide investment advisory services in California and Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $0 - $250,000 | 1.45% |
| $250,001 - $500,000 | 1.25% |
| $500,001 - $1,000,000 | 1.20% |
| $1,000,001 - $1,500,000 | 1.00% |
| $1,500,001 - $3,000,000 | 0.90% |
| $3,000,001+ | 0.85% |
Firm-stated minimum; may be waived at the firm's discretion.
PEAK American Investment Advisors, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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