James Eddington
James Eddington is a registered investment advisor at Adaptfirst Investments LLC, based in Kernersville, NC, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 572 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
Kernersville, NC
Get directionsHistory
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 co-owns an insurance brokerage firm, The Insurance Coach, brokering life, disability, long-term care, health, and fixed annuities. He also provides group benefits services including payroll and HR administrative services, dedicating about a quarter of his time to these activities.
Employment History
Current Registrations
Adaptfirst Investments LLC
Previous Registrations
Intercarolina Financial Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
State Registrations2 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.