James Zidd
James Zidd is a registered investment advisor at Emvision Capital Advisors, LLC, based in Medina, OH, with 38 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 429 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EmVision Capital Advisors charges an annual percentage fee based on the value of your investments. The exact fee is negotiated with each client. Some clients may have a minimum quarterly fee or flat fee structures not based on the value of their investments.
Location
5000 Gateway Dr., Suite 105, Medina, OH, 44256
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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 sells fixed insurance and owns Zidd Financial Services, LLC, which facilitates securities, advisory, and insurance business. He dedicates about 20% of his time to fixed insurance sales and nearly all of his time to Zidd Financial Services.
Employment History
Current Registrations
Emvision Capital Advisors, LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Emvision Capital Advisors, LLC
Tavco Financial Advisory, INC
The Tavenner CompanyBroker
W.H. Colson & Associates, INC.
W. H. Colson Securities, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Transamerica Financial Advisors, INC.Broker
Transamerica Securities Sales CorporationBroker
New England SecuritiesBroker
State Registrations6 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.