Jim Wyatt is a registered investment advisor at Wyatt Financial L.L.C., based in Cary, NC, with 17 years of industry experience. Jim operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 0.95% |
| $1M+ | 0.95% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Location
1125 Kildaire Farm Road, Suite 205, Cary, NC, 27511
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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
Jim owns Wyatt Family Office, L.L.C., providing tax and planning services since 2020. This activity takes about 10-20% of Jim's time.
Employment History
Current Registrations
Wyatt Financial L.L.C.
State Registrations1 state
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