James Minor is a CFP-designated registered investment advisor at Red Oak Capital Advisors, based in Fuquay Varina, NC, with 19 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 19 clients with $10M 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 | 1.00% |
Fees are negotiable depending on the client's unique situation.
Fee Estimator
Location
604 N Main St, Fuquay Varina, NC, 27526
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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 Activities
James is involved in several real estate activities, including being a member of Minoball LLC (dedicating a few hours per week), president of Development By The Numbers Inc, president of Salmon Planning Haven PLLC (tax and accounting related), and involved in numerous rental property LLCs and real estate development companies. These activities are not investment-related.
Employment History
Current Registrations
Red Oak Capital Advisors
Previous Registrations
Hornor, Townsend & Kent, INC.
AXA Advisors, LLC
State Registrations1 state
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.