James Cheadle is a registered investment advisor at Ponderosa Investment Group, LLC, based in Portland, OR, with 19 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $15M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable on managed assets after $5,000,000.
Fee Estimator
Location
4804 NW Bethany Blvd., Suite I-2, #154, Portland, OR, 97229-9260
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 Activities
James is the president of JMC Investment Properties, LLC, a real estate rental property holding company, along with his spouse. He spends a few hours per week managing and maintaining the properties.
Employment History
Current Registrations
Ponderosa Investment Group, LLC
State Registrations2 states
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