James Parker
James Parker is a PFS-designated registered investment advisor at Physicians Financial Services, INC., based in Goldsboro, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 222 clients with $430M 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 | 1.75% |
| $500K - $1.5M | 1.50% |
| $1.5M - $3.0M | 1.25% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
All fees may be negotiated depending on account variables and extenuating circumstances. For clients utilizing external money managers, Physicians Financial Services' fees range up to 1.50% depending on the size of the account and additional money under management. You will also pay the external manager's fee and the custodian fee.
Fee Estimator
Location
210 Malloy Street, Suite 1, Goldsboro, NC, 27534
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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 a CPA and treasurer at Parker & Parker, P.A., dedicating nearly full-time hours. He also holds various positions such as registered representative, investment advisory representative, board chairman, and trustee for multiple trusts, as well as managing real estate investments and a gift shop.
Employment History
Current Registrations
Physicians Financial Services, INC.
The Wealth Group, LTD
Capital Investment Group, INC.Broker
Previous Registrations
Cic Advisers, LLC
State Registrations6 states
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