James Holst is a CFP-designated registered investment advisor at Hallett Advisors, based in Vancouver, WA, with 38 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 307 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual portfolio management fee is up to 1.00% of your portfolio, billed quarterly in advance or arrears. Fees are negotiable.
Fee Estimator
Location
1220 Main Street, Suite 400, Vancouver, WA, 98660
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2002Customer Dispute
December 2001Other Business Activities
James is the 100% owner of Holst Holdings, Inc., a holding company located in Vancouver, WA.
Employment History
Current Registrations
Hallett Advisors
Sloy, Dahl & Holst, LLC
Previous Registrations
Smart Investor, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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