James Harper
James Harper is a registered investment advisor at Trustmont Advisory Group, INC., based in Columbus, OH, with 39 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 clients with $1.1B 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 | 2.00% |
Fee Estimator
Location
155 E Broad St Suite 800, Columbus, OH, 43215
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Regulatory History
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 an independent contractor and manager for Thomas-Fenner-Woods Agency, an insurance agency, where he sells accident and health, disability, life, and fixed annuities, dedicating about half of his time. He is also a registered representative with Trustmont Financial Group and owner of Four Bridges Financial Service Group, LLC, spending about 10-20% of his time servicing clients and pension programs.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
The Burney Company
Hornor, Townsend & Kent, INC.Broker
Proequities, INC.Broker
Proequities, INC.Broker
Carillon Investments, INC.Broker
New England Securities CorporationBroker
Ids Marketing CorporationBroker
Ids Financial Services INC.Broker
State Registrations2 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.