James Darlington
James Darlington is a CFP-designated registered investment advisor at Eversource Wealth Advisors, LLC, based in Knoxville, TN, with 33 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, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B 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 $3.0M | 2.00% |
| $3M+ | 2.00% |
The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.
Fee Estimator
Location
1326 Dowell Springs Boulevard, Knoxville, TN, 37909
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2024Customer Dispute
February 2008Other Business Activities
James is a member and 25% owner of The Melrose Group, LLC, a real estate investment business, spending minimal time on it. He also owns and manages 1Peter 4:10 LLC, a commercial real estate business, dedicating minimal time to its affairs.
Employment History
Current Registrations
Eversource Wealth Advisors, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
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.