Jamie Sledge
Jamie Sledge is a CFP, PFS-designated registered investment advisor at Sledge and Company Wealth Advisors, based in High Point, NC, with 26 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 87 clients with $160M 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 | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees are negotiable and may be higher or lower based on the nature of the account. For assets over $10,000,001, fees are negotiated.
Fee Estimator
Location
115 W. State Avenue, High Point, NC, 27262
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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 ActivitiesSells Insurance
Jamie is a CPA at Sledge and Company, PLLC, dedicating full-time hours to this activity, and a registered representative with Capital Investment Group, Inc. Jamie also manages real estate, acts as an insurance agent, and serves as trustee for multiple trusts, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Sledge and Company Wealth Advisors
Capital Investment Group, INC.Broker
Previous Registrations
The Wealth Group, LTD
Capital Investment Advisory Services, LLC
Cic Advisers, LLC
Trusted Securities Advisors CORP.Broker
State Registrations6 states
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