James Latiolais
James Latiolais is a registered investment advisor at Lifestyle Asset Management, INC., based in Friendswood, TX, 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 Financial Planning & Coaching, Investment Management. Their firm serves 928 clients with $570M 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 | 1.75% |
| $250K - $500K | 1.55% |
| $500K - $750K | 1.45% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $4.0M | 0.95% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
The management fee is “linear” meaning the applicable rate will be applied to the household custodian reported value for each level back to the first dollar.
Fee Estimator
Location
211 West Edgewood, Suite 300, Friendswood, TX, 77546
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 licensed insurance agent since 1982, selling and servicing health and life insurance, dedicating a few hours per week to this activity. He also uses the d/b/a of Latiolais Services for tax purposes related to his advisory business and works as an agent for Millennium Brokerage Group writing life insurance.
Employment History
Current Registrations
Lifestyle Asset Management, INC.
Previous Registrations
Invicta Financial Group
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Advantage Capital CorporationBroker
Advantage Capital CorporationBroker
Royal Alliance Associates, INC.Broker
Advantage Capital CorporationBroker
First American National Securities, INC.Broker
State Registrations1 state
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.