James Oplotnik
James Oplotnik is a CFP-designated registered investment advisor at Access Advisory Group LLC, based in Oklahoma City, OK, with 40 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 348 clients with $38M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable. Fees for accounts over $5,000,000 are determined on a case-by-case basis.
Fee Estimator
Location
6440 Avondale Dr., Suite 210, Oklahoma City, OK, 73116
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 the 100% owner and president of Access Advisory Group L.L.C., an investment advisory firm since 2009, dedicating full-time hours to this role. He is also a licensed life and health insurance agent since 1985, spending a few hours per week on this activity.
Employment History
Current Registrations
Access Advisory Group LLC
Access Investments, INC.Broker
Previous Registrations
Sunpoint Securities, INC.Broker
Access Financial Resources INC.
Financial Network Investment CorporationBroker
Mutual Benefit Financial Service CompanyBroker
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.
Exams
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