James Mars
James Mars is a CFP-designated registered investment advisor at Balefire, LLC, based in Dallas, 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, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 1,864 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Balefire charges an ongoing fee based on the total value of your portfolio, including cash and investments. The fee is calculated quarterly and deducted directly from your account in advance.
- Asset management fee — Varies based on the scope and complexity of your situation, and is negotiated directly with you.
- Platform fee — An additional 0.25% per year is assessed to cover technology, portfolio accounting, and reporting services (often waived for ultra-high-net-worth clients).
- Other investment costs — You will also pay separate fees to third-party investment managers or mutual fund companies if your portfolio includes their products, typically ranging from 0.08% to 0.60% per year, plus trading ticket charges from your custodian.
Location
14221 Dallas Parkway, Suite 100, Dallas, TX, 75254
Get directionsHistory
Regulatory History (2)
Civil Bond
November 1998Customer Dispute
August 1997Other Business ActivitiesSells Insurance
James is the CEO of Fuse Partners, LLC DBA VisonPoint Advisory Group, dedicating full-time hours to this role. He also owns James Marshall LLC for personal expenses and spends minimal time on it, and sells fixed insurance products through Fixed Insurance and Lion Street Insurance, spending a few hours per week on each.
Employment History
Current Registrations
Balefire, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLC
LPL Financial LLCBroker
Fuse Partners, LLC
Securian Financial Services, INC.
Cauldwell Financial Group INC
Securian Financial Services, INC.Broker
Vsr Financial Services, 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.
Exams
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