James Frigstad
James Frigstad is a CFP, ChFC-designated registered investment advisor at Independent Advisor Alliance, LLC, based in Bismark, ND, 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 34,127 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IAA offers asset management services where they manage your investments based on your goals, time horizon, and risk tolerance. The annual advisory fee is a maximum of 2.00% of the market value of your account, including cash holdings. This fee may also include financial planning and consulting services. The advisory fee is negotiable. Fees are billed quarterly in advance.
Location
4401 Coleman Street, Suite 103, Bismark, ND, 58503
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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 operates North Point Financial Planners as a DBA for his LPL business. He also provides investment advisory services through Independent Advisor Alliance, dedicating nearly full-time hours to this activity, and spends minimal time on Griswold Holdings for tax/investment purposes. James also sells non-variable insurance, dedicating a few hours per week.
Employment History
Current Registrations
Independent Advisor Alliance, LLC
Previous Registrations
North Point Financial Planners
Level Four Advisory Services
LPL Financial LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations5 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.