James Koford is a CFP-designated registered investment advisor at Hammerhead Financial Strategies, LLC, based in Lutz, FL, with 4 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 9 clients with $2.9M 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 $1.0M | 1.00% |
| $1M+ | 0.80% |
This fee schedule is for the Technical Momentum strategy. The Asset Allocation strategy has a different fee schedule: Up to $500,000: 2.00%, $500,001 to $1,000,000: 1.75%, Over $1,000,000: 1.50%. Fees are negotiable.
Fee Estimator
Location
Lutz, FL
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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 Activities
James provides market commentary and content, and handles marketing and sales for sharkinvesting.com, a subscription-based website. This takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Hammerhead Financial Strategies, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Kendrick Pierce Securities, INC.Broker
State Registrations1 state
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