JH
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
290 clients
Average Client Portfolio
$501K average
Assets Under Management
$145.2M
Fee Structure
Hourly Rate:$350/hr
Financial planning is billed at $350 per hour. Portfolio management fees are based on a percentage of assets under management, up to 1.00% annually, billed quarterly. Fees are negotiable based on client circumstances. Expert witness services are billed at $350/hour or $2,500 per diem, plus expenses. There is no stated minimum account size.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
1220 Main Street, Suite 400, Vancouver, WA, 98660
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2002Award / Judgment
Customer Dispute
December 2001Settled
Other Business Activities
James is the 100% owner of Holst Holdings, Inc., a holding company located in Vancouver, WA.
Employment History
Current Registrations
Hallett Advisors
November 2019 - Present · 6 yrs 2 mos
Sloy, Dahl & Holst, LLC
April 1988 - Present · 37 yrs 9 mos
Previous Registrations
Smart Investor, LLC
June 2017 - August 2022 · 5 yrs 2 mos
State Registrations3 states
ORTXWA
Advisor
Exams
No exam information available for this advisor.