James Greenwell
James Greenwell is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Woodstock, GA, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.
Fee Estimator
Location
980 Woodstock Pkwy, Suite 210, Woodstock, GA, 30188
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2004Other Business ActivitiesSells Insurance
James is an insurance agent and Senior Vice President at Strategic Planning Group, selling insurance for multiple carriers, including life settlements. This takes about a quarter of his time. James also owns rental property, dedicating minimal time to it.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations11 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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