James Deporre is a registered investment advisor at Hammerhead Financial Strategies, LLC, based in Conover, NC, with 20 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 9 clients with $2.9M 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 $1.0M | 1.00% |
| $1M+ | 0.80% |
This fee schedule is for the Technical Momentum strategy. The Asset Allocation strategy has a different fee schedule: Up to $500,000: 2.00%, $500,001 to $1,000,000: 1.75%, Over $1,000,000: 1.50%. Fees are negotiable.
Fee Estimator
Location
Conover, NC
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 Activities
James is the President of Shark Investing, Inc., operating a subscription-based website offering stock market articles and content. This takes about a quarter to nearly half of James's time.
Employment History
Current Registrations
Hammerhead Financial Strategies, LLC
Previous Registrations
Shark Asset Management, INC.
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.