JH
JH

James Stuart Halle

32 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
498 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$539.1M

Fee Structure

Minimum Investment:$50K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+2.00%

Fee may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1411 Clarkview Road, Baltimore, MD, 21209

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

James is a director of Slade Inc., where he attends meetings and places trades for a family holding company, dedicating minimal time. He also works as a sales agent for Chapin Davis Insurance, Inc., selling fixed and variable insurance products and dedicating minimal time.

Employment History
Current Registrations
Chapin Davis Asset Management
December 2022 - Present · 3 yrs 2 mos
Chapin, Davis
January 1993 - Present · 33 yrs 1 mo
Chapin, DavisBroker
January 1993 - Present · 33 yrs 1 mo
State Registrations8 states
CACODCMAMDNCPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.