James Clements
James Clements is a registered investment advisor at Green Vista Asset Management LLC, based in Winter Park, FL, with 16 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, High Net Worth, Investment Management, and 1 more. Their firm serves 53 clients with $14M 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 $10.0M | 1.50% |
| $10.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.85% |
| $50M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Location
222 N. Park Avenue, Winter Park, FL, 32789
Get directionsHistory
Regulatory History (1)
Regulatory
May 2019Other Business Activities
James is the president of Clements CPA Group PA, where he works full-time providing tax preparation, accounting, and bookkeeping services. He spends minimal time on these duties during trading hours.
Employment History
Current Registrations
Green Vista Asset Management LLC
Green Vista Capital, LLC
Green Vista Capital, LLCBroker
Previous Registrations
Wealth Management LLC
H.D. Vest Investment ServicesBroker
State Registrations4 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.