James Sotell is a registered investment advisor at Comperio Retirement Consulting, INC., based in Cary, NC, with 19 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 35 clients with $2B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial plan — $1,000 to $3,000, depending on complexity.
- Hourly consulting — $200 to $350 per hour.
Location
2500 Regency Parkway, Cary, NC, 27518
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Comperio Retirement Consulting, INC.
Previous Registrations
Chapel Hill Investment Advisors
State Registrations1 state
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