JH
JH

James Hirst

27 Years of Experience
Overland Park, KS

James Hirst is a registered investment advisor at Prime Capital Financial, based in Overland Park, KS, with 27 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, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
254 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management (also available separately)

Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.

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Location

6201 College Blvd., Suite #150, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. He spends minimal time on this activity, providing investment advisory services as an IAR of PCIA.

Employment History
Current Registrations
Prime Capital Financial
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
Corinthian Partners, L.L.C.Broker
August 2018 - March 2020 · 1 yr 7 mos
National Asset Management, INC.
April 2015 - August 2018 · 3 yrs 4 mos
National Securities CorporationBroker
April 2015 - August 2018 · 3 yrs 4 mos
J P Turner & Company Capital Management, LLC
February 2012 - April 2015 · 3 yrs 2 mos
J.P. Turner & Company, L.L.C.Broker
January 2012 - April 2015 · 3 yrs 3 mos
Synergy Investment Group, LLCBroker
July 2006 - January 2012 · 5 yrs 6 mos
Moores Creek Securities, INC.Broker
July 2004 - July 2006 · 2 yrs
Hornblower Fischer & CO.Broker
May 1998 - July 2004 · 6 yrs 2 mos
State Registrations1 state
NC
Advisor

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
No exam information available for this advisor.