James Krapfel is a CFA, CFP-designated registered investment advisor at Glass Lake Wealth Management, based in Huntersville, NC, with 5 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 27 clients with $23M 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 | Included |
Fees are negotiable. Financial planning is included for clients with at least $400,000 of assets under management. A "Day Trading" strategy is available to qualified clients under a performance-based fee model (15% of net profits).
Fee Estimator
Location
Huntersville, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Glass Lake Wealth Management
State Registrations2 states
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