James Royals
James Royals is a registered investment advisor at The Fiduciary Alliance, based in High Point, NC, with 26 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 8,964 clients with $2.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fiduciary Alliance charges a percentage of the value of your portfolio, up to 2.00% per year. This fee is negotiable. The fee is calculated and paid quarterly, in advance. In addition, for certain alternative investments, Fiduciary Alliance may receive up to 25% of the profits above a certain return threshold. All clients engaging in Investment Management Services must either engage in Comprehensive Financial Planning or meet a $150,000 minimum of assets under management.
Location
1912 Eastchester Dr, Suite 106-K, High Point, NC, 27265
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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 is a partner at Bridgeway Wealth Strategies, LLC, where he dedicates nearly full-time hours to management, financial planning, and insurance-related activities. He is also a Registered Representative with Fortune Financial Services, LLC and an Investment Advisor Representative with The Fiduciary Alliance, LLC, spending up to full-time hours on investment advisory services for both.
Employment History
Current Registrations
The Fiduciary Alliance
Previous Registrations
Fortune Financial Services, INC.Broker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Capital Investment Group, INC.Broker
State Registrations1 state
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