James Ivie is a ChFC-designated registered investment advisor at Healthequity Advisors, based in Draper, UT, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 133,156 clients with $1.5B 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 | 0.60% |
Annual fee of 0.60% capped at $15 per month. Fees may be negotiable for employer-based subscriptions.
Fee Estimator
Location
15 West Scenic Pointe Drive, Suite 100, Draper, UT, 84020
Get directionsHistory
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 Activities
James is a Director of Trust Investments at HealthEquity, Inc. since 2013, dedicating full-time hours to the role and about half his time during trading hours.
Employment History
Current Registrations
Healthequity Advisors
Previous Registrations
Healthequity Advisors
Alpine Advisors, LLC
Financial Guard, LLC
Royal Alliance Associates, INC.
Lincoln Financial Advisors Corporation
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.