James Dykstal is a CFA-designated registered investment advisor at Demarche, based in Overland Park, KS, with 17 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 16 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DMS charges for investment services in two ways:
- As a percentage of the value of your portfolio. These fees may range from 0.05% to 0.70% per year.
- As a flat fixed fee, which is negotiated with clients.
Location
10975 Grandview Drive, Suite 500, Overland Park, KS, 66210-1564
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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 Activities
James is employed by affiliated RIAs with CRD numbers 105500 and 145851.
Employment History
Current Registrations
Demarche
Demarche
Previous Registrations
Kansas City Brokerage. INCBroker
Morgan Stanley & CO. IncorporatedBroker
Brokers Transaction Services, INC.Broker
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.