James Testwuide
James Testwuide is a registered investment advisor at H. C. Denison CO., based in Sheboygan, WI, with 41 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 212 clients with $180M 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 $250K | 1.20% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
618 North 7th Street, Sheboygan, WI, 53081
Get directionsHistory
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 a registered representative with H.C. Denison Co. and an independent licensed insurance agent. He also serves on the board of directors for Torginol Incorporated, Aldag Honold, and Commerce State Bank & Commerce Financial Holdings, attending meetings for compensation.
Employment History
Current Registrations
H. C. Denison CO.
H. C. Denison CO.Broker
State Registrations35 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.