James Boyle
James Boyle is a registered investment advisor at Tennessee Valley Investment Management, based in Huntsville, AL, 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 Financial Planning & Coaching, Investment Management. Their firm serves 33 clients with $11M 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 | 2.00% |
All fees are negotiable and the agreed to fee will be stated in the client's Investment Management Agreement. Total fees charged by TVIM will not exceed 2% of assets under management annually.
Fee Estimator
Location
Huntsville, AL
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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
Tennessee Valley Investment Management
Previous Registrations
Saliba Asset Management L.L.C.
State Registrations1 state
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