JA

James Allen Atkinson

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
38 advisors
Number of Clients
1,873 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$1M
Financial Plan Fee:$2,000 - $100,000
Hourly Rate:$150 - $500/hr

Avidian generally charges an annual advisory fee based on a percentage of assets under management, billed monthly in arrears. In limited circumstances, a flat annual fee may be permitted, not exceeding 1.5% of AUM. Financial planning and consulting fees range from $2,000 to $100,000 on a fixed fee basis, or $150 to $500 hourly. A $1,000,000 minimum is generally required for discretionary managed account services, but this may be reduced at Avidian's discretion.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningHigh Net Worth
Loading...

Advisor Information

Office location

800 Town & Country Blvd, Ste 410 and Ste 220, Houston, TX, 77024

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Avidian Wealth Solutions
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
November 2013 - January 2019 · 5 yrs 2 mos
Linscomb & Williams
February 2012 - November 2013 · 1 yr 9 mos
Midamerica Financial Services, INC.Broker
January 2009 - October 2013 · 4 yrs 9 mos
Fidelity Brokerage Services LLCBroker
June 2000 - September 2007 · 7 yrs 3 mos
Charles Schwab & Co., INC. Broker
September 1999 - May 2000 · 8 mos
J.B. Oxford & CompanyBroker
September 1994 - October 1998 · 4 yrs 1 mo
Olde Discount CorporationBroker
January 1994 - September 1994 · 8 mos
Dickinson & CO.Broker
May 1993 - December 1993 · 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
James Allen Atkinson - Financial Advisor | AdvisorDiscover