JR
CFP · ChFC
JR
CFP · ChFC
James Rice
18 Years of Experience
Columbus, OH
1 Disclosure
James Rice is a CFP, ChFC-designated registered investment advisor at Capital Asset Management, INC., based in Columbus, OH, with 18 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, Insurance Planning, and 3 more. Their firm serves 124 clients with $200M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
124 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$199.5M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. The firm has an aggregated account minimum of $500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
445 Hutchinson Avenue, Suite 270, Columbus, OH, 43235-8615
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2025Pending
Employment History
Current Registrations
Capital Asset Management, INC.
May 2008 - Present · 18 yrs 5 mos
State Registrations1 state
OH
Advisor
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.
Exams
No exam information available for this advisor.
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