James Wink is a registered investment advisor at Gradient Wealth Management, based in Sterling Heights, MI, with 19 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, Retirement Planning, Tax Planning. Their firm serves 3,268 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Gradient Wealth Management offers non-discretionary asset management services, where they recommend securities but require your approval before any trades. The annual fee is a maximum of 2.00% of the assets they manage, but this fee is negotiable based on factors like the money manager selected, the advisor providing services, and the value of your account. The fee can be paid monthly or quarterly, either in advance or after the period. You can terminate the agreement with 30 days' notice and receive a refund for services not provided.
Location
43409 Schoenherr Road, Sterling Heights, MI, 48313
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
James is an investment advisor representative and agent at Summit Financial Consulting, LLC, and a registered representative with Gradient Securities, LLC, spending about half his time on these activities. He also manages Summit Tax Services, LLC, Anchor Bay Community Foundation, Summit Insurance Services, LLC, and James D Wink Inc, dedicating minimal time to each, and is an insurance agent as a sole proprietor.
Employment History
Current Registrations
Gradient Securities, LLCBroker
Summit Financial Working with People You Trust
Previous Registrations
Spc
Sigma Financial CorporationBroker
State Registrations3 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.