James Williams
James Williams is a registered investment advisor at Crown Point Wealth Advisors, based in Hood River, OR, with 15 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 444 clients with $140M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable. Sub-advisor fees range from 0.35% to 1.00%.
Fee Estimator
Location
1313 Belmont Ave., Hood River, OR, 97031
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 owns residential long-term rental property in Oregon City since 2017 and short-term rental property in Rockaway Beach since 2021, dedicating minimal time to each. He also works as an independent representative of Lenz Financial Group, selling life insurance and annuity products, dedicating minimal time to this activity.
Employment History
Current Registrations
Crown Point Wealth Advisors
Previous Registrations
Edward Jones
Edward JonesBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations5 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.