James Schulmire
James Schulmire is a registered investment advisor at Centaurus Financial, INC., based in Montgomery, TX, with 40 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
18001 West Highway 105, Suite #108, Montgomery, TX, 77356
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2014Other Business ActivitiesSells Insurance
James is an agent with McLane Agency Inc. dba McLane Advisors, selling life insurance since 1978, dedicating minimal time to this activity.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
USA Financial Securities CorporationBroker
USA Financial Securities Corporation
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Fsc Securities Corporation
Fsc Securities CorporationBroker
Advantage Capital Corporation
Advantage Capital CorporationBroker
Advantage Capital Corporation
Advantage Capital CorporationBroker
Uslife Equity Sales CORP.Broker
Uslife Equity Sales CORP.Broker
Advantage Capital CorporationBroker
State Registrations5 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.