James Webb
James Webb is a ChFC-designated registered investment advisor at Summit Capital Solutions LLC, based in Brentwood, TN, 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 Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Summit Capital Solutions provides investment advice as a sub-advisor to other registered investment advisor firms. Summit receives a sub-advisory fee that typically ranges between 0.20% to 0.50%.
Location
6 Cadillac Dr., Suite 310, Brentwood, TN, 37027
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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 the Chief Operating Officer of Virtue Advisors, LLC, an insurance marketing organization, and spends nearly full-time training and mentoring insurance producers. He also has roles at Virtue Capital Management, Integrity Retirement Group, Summit Capital Solutions, and RIA Compliance Firm, spending about a quarter of his time on these activities.
Employment History
Current Registrations
Summit Capital Solutions LLC
Virtue Capital Management, LLC
Previous Registrations
Summit Capital Solutions LLC
Brookstone Capital Management LLC
State Registrations1 state
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