James Agostini
James Agostini is a CFP, ChFC-designated registered investment advisor at Davinci Financial Designs, based in Columbia, SC, with 30 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, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 686 clients with $200M 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 $50K | 1.60% |
| $50K - $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees may be negotiated, but will not exceed 3%.
Fee Estimator
Location
3200 Devine Street, Suite 200, Columbia, SC, 29205
Get directionsHistory
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 a registered investment advisor with DaVinci Financial Designs, spending the majority of his time there. He also sells life, disability, and long-term care insurance through DaVinci Risk Designs LLC, dedicating about 10-20% of his time to this activity, and is involved in real estate rental and notary services.
Employment History
Current Registrations
Davinci Financial Designs
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
First Command Financial Planning, INC.
First Command Bank
First Command Financial Planning, INC.Broker
State Registrations29 states
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