James Kragenbring is a CFA-designated registered investment advisor at Aquifer Capital, LLC, based in Phoenix, AZ, with 8 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees negotiable for accounts over $25,000,000.
Fee Estimator
Location
1 N. First Street, Suite 700, Phoenix, AZ, 85004
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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 the Senior Vice President for Institutional Administration and Assistant Professor at Midwestern Baptist Theological Seminary and Spurgeon College, dedicating full-time hours. He also serves as a trustee for Bethlehem College & Seminary, committing minimal time each month.
Employment History
Current Registrations
Aquifer Capital, LLC
Previous Registrations
Aquifer Capital, LLC
Nisa Investment Advisors, L.L.C.
State Registrations1 state
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