James Spickard is a registered investment advisor at Advanta Wealth Management, based in Lynchburg, VA, with 17 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 66 clients with $64M 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 $1000K | 1.25% |
| $1.0M - $1.5M | 1.05% |
| $1.5M - $2.0M | 0.95% |
| $2M+ | 0.85% |
There is no additional fee when a third party is utilized by Advanta Wealth in managing a client's account.
Fee Estimator
Location
828 Main St, Suite 1803, Lynchburg, VA, 24504
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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 →Employment History
Current Registrations
Advanta Wealth Management
Previous Registrations
Selective Wealth Management, INC.
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Morgan Stanley Smith BarneyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.