James Williamson
James Williamson is a registered investment advisor at Platinum Planning, INC., based in Sarasota, FL, 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, Investment Management, Retirement Planning. Their firm serves 205 clients with $33M 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 $500K | 3.00% |
| $500K - $1.0M | 2.50% |
| $1.0M - $1.5M | 2.00% |
| $1.5M - $2.0M | 1.50% |
| $2.0M - $2.5M | 1.00% |
| $2.5M+ | 0.50% |
Fees are charged in advance on a quarterly basis. Platinum Planning has sole discretion to negotiate lower fees or waive them.
Fee Estimator
Location
534 South Pineapple Avenue, Sarasota, FL, 34236
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other Business ActivitiesSells Insurance
James has been an insurance agent since 1987, selling insurance products. This activity takes about a quarter of his time and occurs during trading hours.
Employment History
Current Registrations
Platinum Planning, INC.
Previous Registrations
Platinum Planning, INC.
Premier Financial Management, LLC
Prudential Financial Planning Services
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.
Exams
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