JD
JD
James Denholm
24 Years of Experience
Austin, TX
3 Disclosures
James Denholm is a registered investment advisor at Ironbridge Private Wealth, LLC, based in Austin, TX, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 157 clients with $310M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
157 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$314.8M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. Performance-based fee arrangements may be available to certain high net worth clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
6420 Bee Caves Road, Suite 201, Austin, TX, 78746
Get directionsHistory
Regulatory History (3)
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Customer Dispute
February 2016Settled
Customer Dispute
October 2008Denied
Criminal
May 2001Final Disposition
Employment History
Current Registrations
Ironbridge Private Wealth, LLC
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2005 - June 2017 · 12 yrs
Wells Fargo Clearing Services, LLCBroker
June 2005 - June 2017 · 12 yrs
Chase Investment Services CORP.
July 2002 - June 2005 · 2 yrs 11 mos
Chase Investment Services CORP.Broker
July 2002 - June 2005 · 2 yrs 11 mos
Morgan Stanley Dw INC.Broker
July 2001 - February 2002 · 7 mos
State Registrations1 state
TX
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.