James Boxma is a CFP-designated registered investment advisor at Creative Planning, based in Marco Island, FL, with 17 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
Marco Island, FL
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 Activities
James works as an instructor at Defense Fitness Club, teaching self-defense and fitness. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Young Richard C & CO LTD
Sagepoint Financial, INC.
American General Securities Incorporated
State Registrations2 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.
Exams
More Advisors
- Scott Schuster, CFPCreative Planning
- Patrick Surdy, CFPEdward Jones
- Joseph Candela, CFPAmeriprise Financial Services, LLC
- John Salvino, CFPPerformance Wealth
- Keith Embree, CFPRaymond James & Associates, INC.
- Bob Weigel, CFPEdward Jones