Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees can be up to 2.00% annually, negotiable and pro-rated quarterly. Some alternative investments may incur a performance-based fee (Carried Interest) of up to 25% of profits above a threshold. Financial planning fixed fees range from $500 to $40,000, while hourly fees are $350/hour, both negotiable. All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or meet a $150,000 minimum of assets under management.
Areas of Practice
Advisor Information
Office location
1912 Eastchester Dr Ste 110, High Point, NC, 27265
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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 →Other Business ActivitiesSells Insurance
James is a partner at Bridgeway Wealth Strategies, LLC, where he dedicates nearly full-time hours to management, financial planning, and insurance-related activities. He is also a Registered Representative with Fortune Financial Services, LLC and an Investment Advisor Representative with The Fiduciary Alliance, LLC, spending up to full-time hours on investment advisory services for both.