James Wilkinson
James Wilkinson is a registered investment advisor at Wilkinson Capital Management, LLC, based in St. Paul, MN, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 98 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wilkinson Capital Management's investment management fees range from 0.50% to 1.50% annually, based on the complexity of services, the amount of assets managed, and the overall client relationship. Fees are paid quarterly in advance. The fee may be negotiable. If WCM recommends an independent manager, the client's overall fees will include WCM's fee plus the independent manager's fees.
Location
4517 Allendale Drive, St. Paul, MN, 55127
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James operates Wilkinson Capital Management, LLC as a DBA for his LPL business and as a registered investment advisor. He dedicates nearly full-time hours to these investment-related activities.
Employment History
Current Registrations
Wilkinson Capital Management, LLC
LPL Financial LLCBroker
Previous Registrations
Wilkinson Capital Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Strong Capital Management INC
Strong Investments, INC.Broker
State Registrations10 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.