James Mundell
James Mundell is a registered investment advisor at Mundell Asset Management LLC, based in Canal Fulton, OH, with 16 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, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered based on an hourly fee of $200 per hour.
- Financial planning services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique client needs.
Location
Canal Fulton, OH
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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 ActivitiesSells Insurance
James is the owner of Mundell Agency, an insurance services business, since 2003. He spends greater than 50% of his time on this business.
Employment History
Current Registrations
Mundell Asset Management LLC
State Registrations1 state
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.