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James Skillings

Optivise Advisory Services LLC
19 Years of Experience
Fayetteville, AR
Broker
View SEC Summary
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James Skillings is a registered investment advisor at Optivise Advisory Services LLC, based in Fayetteville, AR, with 19 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,233 clients with $290M in assets under management.

Optivise Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,233 clients
Average Client Portfolio
$234K average
Assets Under Management
$287.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Maximum annualized fee is 1.80% for non-options-based accounts and 1.95% for options-based accounts. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

McKee Center 2894 N McKee Cir, Suite 115, Fayetteville, AR, 72703

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

James owns Easycorals.com, propagating and selling saltwater corals, dedicating minimal time to it. He also owns an investment-related 401k business (full-time), is an investment advisor representative with Optivise Advisory Services, LLC (nearly full-time), a SmartVestor Pro with Ramsey Solutions (about half his time), and owns a financial planning DBA (about half his time).

Employment History
Current Registrations
Optivise Advisory Services LLC
January 2021 - Present · 5 yrs 9 mos
Southeast Investments, N.c., INC.Broker
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Optivise Advisory Services LLC
May 2019 - December 2020 · 1 yr 7 mos
Redhawk Wealth Advisors, INC.
January 2018 - February 2019 · 1 yr 1 mo
Redhawk Wealth Advisors, INC.
January 2018 - January 2018 · 0 mos
Madison Avenue Securities, LLC
July 2017 - January 2018 · 6 mos
Madison Avenue Securities, LLCBroker
June 2017 - January 2018 · 7 mos
PFS Investments INC.Broker
December 2013 - June 2017 · 3 yrs 6 mos
LPL Financial LLCBroker
November 2006 - December 2011 · 5 yrs 1 mo
PFS Investments INC.Broker
May 2003 - December 2004 · 1 yr 7 mos
State Registrations12 states
ALARCOKSLAMONMOKTXWAWIWY
AdvisorBrokerBoth

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.
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More financial advisors in Fayetteville, AR →All financial advisors in Arkansas →
James Skillings - Financial Advisor | TrueAdvisor