James Blackwelder
James Blackwelder is a CFP-designated registered investment advisor at Anchor Investment Management, based in Columbia, SC, with 4 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 774 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum portfolio value is generally $500,000. Minimum annual fees may apply. Fees may be negotiable.
Fee Estimator
Location
3205 Devine Street, Columbia, SC, 29205
Get directionsHistory
Regulatory History (7)
Financial
March 2021Financial
January 2021Financial
December 2020Financial
December 2020Financial
November 2020Financial
November 2020Financial
November 2020Other Business ActivitiesSells Insurance
Brian is a licensed insurance agent in South Carolina since 2022. He spends a few hours per week on insurance activities.
Employment History
Current Registrations
Anchor Investment Management
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.