James Threlkeld is a registered investment advisor at Summit Financial Group, LLC, based in Rome, GA, with 22 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 80 clients with $21M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1M+ | 0.75% |
Minimum portfolio value and annual fees may apply. Fees may be negotiable.
Fee Estimator
Location
901 North Broad Street, Suite 450, Rome, GA, 30161
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
James is a principal of Haynes & Moore, LLC, an accounting firm. The time commitment varies, increasing during tax season.
Employment History
Current Registrations
Summit Financial Group, LLC
State Registrations1 state
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