James Place
James Place is a CFP-designated registered investment advisor at Evergreen Advisors, LLC, based in Chattanooga, TN, with 21 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 494 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $4.0M | 0.35% |
| $4.0M - $5.0M | 0.30% |
| $5M+ | 0.25% |
A $50 per account charge covers account reporting. A minimum annual fee of $2,000 is required for this service and is negotiable under certain circumstances.
Fee Estimator
Location
1206 Pointe Centre Drive, Suite 160, Chattanooga, TN, 37421
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2007Other Business ActivitiesSells Insurance
James is an independent insurance agent for various companies. He also co-hosts a daily financial radio show in Chattanooga, TN.
Employment History
Current Registrations
Evergreen Advisors, LLC
Previous Registrations
Hhm Wealth Advisors, LLC
Evergreen Management INC
M Holdings Securities, INC.
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.