James Gentry
James Gentry is a registered investment advisor at Retirepath Wealth, LLC, based in Little Rock, AR, with 6 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, Retirement Planning, and 1 more. Their firm serves 199 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RetirePath Wealth offers direct asset management services with an annual fee up to 1.25%, which is negotiable. They also partner with Gradient Investments (GI) to provide investment management through various portfolios. The fees for GI's services are:
- Strategic Portfolios: 2.00% annually (1.00% to GI, 1.00% to RetirePath Wealth)
- Tactical Portfolios: 1.80% annually (0.80% to GI, 1.00% to RetirePath Wealth) plus internal ETF fees of 0.20%
- Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to GI, 1.00% to RetirePath Wealth)
- Preservation Portfolios: 1.00% annually (0.40% to GI, 0.60% to RetirePath Wealth)
- Client Directed Accounts: Flat fee of $300 annually to GI.
These fees are assessed quarterly and are negotiable. There is also a $15 quarterly service fee for performance and other reporting.
Location
11300 N Rodney Parham Rd., Suite 120, Little Rock, AR, 72212
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 owns and manages multiple rental properties through A&G Investment Properties, LLC, D&G Investment Properties, LLC, and DGII Investment Properties, LLC, dedicating minimal time to each. He also works as an insurance agent/director for Fin Fit Life, LLC, and as an insurance agent for The RetirePath Agency, Inc., spending about 10-20% of his time on these insurance activities, and is a board member for Love Unity, Inc., a non-profit, spending minimal time.
Employment History
Current Registrations
Retirepath Wealth, LLC
Previous Registrations
Legacy Capital Wealth Partners, LLC
Capital Markets Iq, LLC
State Registrations2 states
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.