James Byers
James Byers is a CFP-designated registered investment advisor at Adaptfirst Investments LLC, based in Greensboro, NC, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 572 clients with $83M 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 $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
Greensboro, NC
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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 ActivitiesSells Insurance
James is involved with Melo Ha Goyim Hebrew Christian Learning Center as Chairman of Finance Committee, owns rental property, and works as a musician. He is also a fixed life insurance producer for Taylor Insurance and Nationwide, dedicating a significant amount of time to this role, and is an adjunct professor at North Carolina A&T State University.
Employment History
Current Registrations
Adaptfirst Investments LLC
Previous Registrations
Innovation Partners LLC
Innovation Partners LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations6 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.