James Teeter
James Teeter is a registered investment advisor at Adapt Wealth Advisors, LLC, based in Atlanta, GA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 463 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Adapt Wealth Advisors charges an annual advisory fee that is agreed upon with each client. The fee is based on a percentage of the value of your portfolio. The maximum fee is 2% per year. The fee is calculated based on the average daily value of your investments and is paid after the end of each month.
Location
6285 Barfield Rd., Suite 250, Atlanta, GA, 30328
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
James is the President of Apex Investment Advisors LLC and is involved in real estate through Jim Teeter Rentals/JJ&M LLC. He also works as an insurance agent and is involved with Premarital Planner, Boy Scouts of America, Cayce West Columbia Rotary, and Men of the Church.
Employment History
Current Registrations
Adapt Wealth Advisors, LLC
Previous Registrations
Apex Investment Advisors
Cambridge Investment Research, INC.Broker
Pointe Capital, INC.
Pointe Capital, INC.Broker
Sterling Financial Investment Group, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Prudential Securities IncorporatedBroker
Dean Witter Reynolds 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.