James Sewell
James Sewell is a registered investment advisor at Green Vista Asset Management LLC, based in Winter Park, FL, with 21 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 1 more. Their firm serves 53 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.85% |
| $50M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Location
222 N. Park Avenue, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2012Other Business ActivitiesSells Insurance
James is the president of Niceville Business Exchange, a networking organization, dedicating minimal time. He also works as an owner agent at Covenant Financial Management, selling insurance and annuities for about half his time.
Employment History
Current Registrations
Green Vista Asset Management LLC
Previous Registrations
Green Vista Capital, LLCBroker
G. A. Repple & Company
G. A. Repple & CompanyBroker
National Planning CorporationBroker
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.