James Donewald is a registered investment advisor at Cris Capital, LTD., based in Katy, TX, 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 Investment Management. Their firm serves 69 clients with $15M 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 $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
810 S Mason Rd, Suite 140, Katy, TX, 77450
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 a partner at CRIS Financial, an insurance business, since 2012. As an independent licensed insurance agent, this takes about half of his time.
Employment History
Current Registrations
Cris Capital, LTD.
Previous Registrations
Horter Investment Management, LLC
Redhawk Wealth Advisors, INC.
Brokers International Financial Services, 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.