James Hankinson is a CFA, CFP, PFS-designated registered investment advisor at Hankinson Wealth Advisors LLC, based in Greensboro, GA, with 18 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 43 clients with $48M 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 $5.0M | 1.00% |
| $5M+ | 0.50% |
Fees are negotiable. A $20,000 annual minimum fee generally applies for Wealth Management services.
Fee Estimator
Location
1041 Parkside Commons, Suite 103, Greensboro, GA, 30642
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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 →Employment History
Current Registrations
Hankinson Wealth Advisors LLC
Previous Registrations
Hankinson Wealth Management, INC.
State Registrations4 states
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