James Volpe
James Volpe is a registered investment advisor at Redhawk Wealth Advisors, INC., based in Bloomington, MN, with 20 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, High Net Worth, Investment Management, and 2 more. Their firm serves 3,283 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Redhawk Wealth Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, and account maintenance. The exact fee is detailed in your Investment Management Agreement and can vary based on the size and complexity of your portfolio. Starter accounts (less than $5,000) are charged a flat $50 annual fee. A technology fee is also applied: $5/month for accounts over $10,000 and $2.50/month for accounts under $10,000.
Location
8500 Normandale Lake Blvd, Suite 960, Bloomington, MN, 55437
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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 ActivitiesSells Insurance
James owns Financial Fitness Group, LLC, a tax preparation and accounting service, dedicating nearly full-time hours to it. He also owns Golden Fox Agency, LLC, selling insurance, and spends a few hours per week on this activity.
Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
Previous Registrations
Archer Investment Corporation
Hd Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
Planmember Securities CorporationBroker
Planmember Securities Corporation
Securities America, INC.Broker
Securities America Advisors, INC.
Esi Financial Advisors
Equity Services, INC.Broker
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.