Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are individually negotiated with each client and range up to an annual rate of no more than 2.5% of assets under management. General consulting services are billed at an hourly rate of $500.
Areas of Practice
Advisor Information
Office location
3 Legacy Park Road, Suite A, Greenville, SC, 29607
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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 involved in several outside business activities, including Wagner Wealth Management, Wealth Management Advisors LLC, J Scott Davis, J Scott Davis LLC, MC Davis Designs, and Antonakos Foundation. He also works as an independent insurance producer, presenting, reviewing, and processing life and disability insurance applications, dedicating a few hours per week to this activity.