JO
CFP
JO
CFP
James Ortlip
25 Years of Experience
Reston, VA
3 Disclosures
James Ortlip is a CFP-designated registered investment advisor at F L Putnam Investment Management CO., based in Reston, VA, with 25 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,563 clients with $7.7B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
2,563 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$7.7B
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
11911 Freedom Drive, Suite 730, Reston, VA, 20190
Get directionsHistory
Regulatory History (3)
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Customer Dispute
January 2014Settled
Customer Dispute
May 2013Settled
Customer Dispute
November 2012Settled
Employment History
Current Registrations
F L Putnam Investment Management CO.
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Aog Wealth Management
May 2013 - March 2025 · 11 yrs 10 mos
Kalos Capital, INC.Broker
May 2013 - July 2019 · 6 yrs 2 mos
Cetera Advisors LLC
February 2012 - May 2013 · 1 yr 3 mos
Pacific West Financial Consultants INC
February 2012 - February 2012 · 0 mos
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December 2011 - May 2013 · 1 yr 5 mos
Pacific West Financial Consultants INC
June 2004 - December 2011 · 7 yrs 6 mos
Pacific West Securities, INC.Broker
June 2004 - December 2011 · 7 yrs 6 mos
Capital Financial Group Leesburg Associates, LLC
May 2001 - June 2004 · 3 yrs 1 mo
H. Beck, INC.Broker
May 2001 - June 2004 · 3 yrs 1 mo
AXA Advisors, LLCBroker
June 2000 - May 2001 · 11 mos
State Registrations1 state
VA
Advisor
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
No exam information available for this advisor.