James Wesolowski
James Wesolowski is a PFS-designated registered investment advisor at Archer Investment Corporation, based in Cape Coral, FL, 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 Investment Management. Their firm serves 5,640 clients with $900M 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 | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees may be negotiable. Archer may charge lesser or more on each account up to a 1% investment management fee based upon certain criteria.
Fee Estimator
Location
2503 Del Prado Blvd South, Suite 500, Cape Coral, FL, 33904-5709
Get directionsHistory
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 an independent insurance agent and owner/sole proprietor, offering insurance and financial services, dedicating minimal time to this. He is also the president of James M. Wesolowski, CPA, P.A., a tax preparation/accounting firm, dedicating full-time hours to this.
Employment History
Current Registrations
Archer Investment Corporation
Previous Registrations
Hd Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
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.