Jim Coppedge is a registered investment advisor at Crossmark Wealth Management, LLC, based in Houston, TX, with 9 years of industry experience. Jim is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 723 clients with $1.2B 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% |
Fees are negotiable and vary from relationship to relationship, but generally will not exceed 1% annually, assessed quarterly.
Fee Estimator
Location
9753 Katy Freeway, Suite 200, Houston, TX, 77024
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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
Jim and his wife own two single-family rental homes, one leased to full-time tenants and the other a vacation rental. This activity does not interfere with Jim's duties at Crossmark.
Employment History
Current Registrations
Crossmark Wealth Management, LLC
Crossmark Global Investments, INC.
Crossmark Distributors, INC.Broker
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.
Exams
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