James Hait
James Hait is a registered investment advisor at Victory Wealth Services, LLC, based in Prescott, AZ, with 8 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 163 clients with $45M 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 | 2.00% |
The annual fee may be negotiable.
Fee Estimator
Location
3741 Karicio Lane, Suite 2, Prescott, AZ, 86303
Get directionsHistory
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 is the owner, managing member, and insurance agent for Victory Insurance and Financial Services, LLC, dedicating about half his time to this role. He is also the president of Rocky Mountain Research Center (a non-profit), the owner of Molly Marketing, and the managing member of 307 N. Lee Blvd, LLC.
Employment History
Current Registrations
Victory Wealth Services, LLC
State Registrations3 states
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