James Castleman is a registered investment advisor at Advisorstrust Partners LLC, based in Raleigh, NC, with 13 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 35 clients with $220M 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 $5.0M | 2.25% |
| $5.0M - $10.0M | 2.00% |
| $10M+ | 1.75% |
Advisory fees are subject to negotiation based on multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
8601 Six Forks Road, Suite 400, Raleigh, NC, 27615
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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 →Employment History
Current Registrations
Advisorstrust Partners LLC
Previous Registrations
Advisortrust Partners, LLC
Covest
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Capital Guardian Wealth Management, LLC
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.