James Karberg is a CFP-designated registered investment advisor at Redw Wealth LLC, based in Salem, OR, with 24 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 403 clients with $870M 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 | 1.75% |
Fees typically range from 0.5% to 1.75% of assets under management depending on account size, complexity, and scope of services. Fees are negotiable.
Fee Estimator
Location
475 Cottage Street NE, Suite 200, Salem, OR, 97301
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 sells and services fixed index annuities, dedicating a few hours per week to this activity. This work involves recommending and servicing these annuities for clients.
Employment History
Current Registrations
Redw Wealth LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Cambridge Investment Research, INC.Broker
Allstate Financial Services, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 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.
Exams
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