Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SALLC offers consulting services with fees up to $500 per hour or fixed fees ranging from $500 to $5,000 per plan. They also offer TPIA programs where fees are determined by the TPIA. For Assets Under Management, the maximum annual fee is 3% and is negotiable. The minimum initial investment in the Assets under Management Programs is $25,000.00.
Areas of Practice
Advisor Information
Office location
14804 Resolves Lane, Charlotte, NC, 28277
Get directionsRegulatory History (11)
Regulatory
April 2020Customer Dispute
May 2017Regulatory
December 2015Customer Dispute
January 2015Customer Dispute
December 2014Customer Dispute
October 2014Customer Dispute
July 2014Regulatory
June 2014Customer Dispute
September 2013Customer Dispute
January 2010Customer Dispute
September 2006Other Business ActivitiesSells Insurance
James operates under the DBAs Northeast Wealth Management and Core Business Group, working as a sales coach. He also has a beneficial interest in Samanderinlea LLC, is president of Core Business Group, provides tax preparation services, is Chief Growth Officer at My Sales Coach, is an author, a speaker, and a trustee for Rolling Mill Condo Association. James also works as an insurance broker for fixed insurance products.