James Clemensen
James Clemensen is a CFP-designated registered investment advisor at Bfi Wealth Solutions, LLC, based in Dallas, TX, with 14 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 214 clients with $150M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Location
8111 Lyndon B Johnson Fwy Suite 1065, Suite 1065, Dallas, TX, 75251
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2016Other Business ActivitiesSells Insurance
James is an insurance agent with Borden Hamman Agency since 2019, spending minimal time placing Assurity coverage. He also has a relationship with Biel Fisette Iacono, LLP, introducing tax clients, and is the CEO & CCO of BFI Wealth Solutions, LLC.
Employment History
Current Registrations
Bfi Wealth Solutions, LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Cliftonlarsonallen Wealth Advisors, LLCBroker
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
NFP Securities, INC.Broker
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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.