James Hughes
James Hughes is a CFP-designated registered investment advisor at Total Investment Management, INC., based in Plantation, FL, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,186 clients with $1.4B 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 $250K | 1.30% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Schedule reflects the TIM Premier tiered fee program. TIM Portfolio charges a flat 0.25%, and TIM Basic charges flat fees or 0.25% for specific account types. Fees are negotiable at Total Investment Management's discretion.
Fee Estimator
Location
Plantation, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2003Employment History
Current Registrations
Total Investment Management, INC.
Previous Registrations
Invest Financial Corporation
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.
Exams
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