James Mccollom
James Mccollom is a registered investment advisor at Core Advisory Group, based in Charlotte, NC, with 27 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,163 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CORE Advisory Group offers investment management services for a fee based on a percentage of your portfolio. The maximum annual fee is 2.0%, but the specific rate is negotiable. CORE also offers a wrap fee program where all transaction costs are included in a single annual fee. Clients may also invest in third-party managed accounts, which may have their own fees. CORE advisors may utilize model portfolios created by CORE's Chief Investment Officer. CORE also offers CIO managed portfolio services for clients requiring more portfolio customization.
Location
5960 Fairview Road, Suite 104, Charlotte, NC, 28210
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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 ActivitiesSells Insurance
James sells non-variable insurance, dedicating minimal time to it. He also provides investment advisory services through CORE Advisory Group, spending nearly full-time hours on this activity, and owns rental real estate property.
Employment History
Current Registrations
Core Advisory Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Independent Advisor Alliance, LLC
LPL Financial LLC
Esi Financial Advisors
Equity Services, INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations4 states
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.