James Hartsock is a registered investment advisor at Aci Wealth Advisors, based in Dallas, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 27 clients with $26M 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 $999K | 1.50% |
| $999K - $2.0M | 1.40% |
| $2.0M - $2.5M | 1.40% |
| $2.5M+ | 1.20% |
Schedule is for ACI Private Client Portfolios. Smart Select Portfolios charge 1.5% on assets from $250,000 to $999,999 and 1.25% on assets of $1,000,000 and up. Fees may be negotiable.
Fee Estimator
Location
9330 Lbj Frontage Road, Suite 900, Dallas, TX, 75243
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 affiliated with Magellan Financial, selling life insurance and related products, dedicating minimal time to this activity. He also serves as Vice Chairman for Celebrity Financial, LLC, a mortgage company, spending a few hours per week on financial oversight and strategic guidance.
Employment History
Current Registrations
Aci Wealth Advisors
State Registrations3 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.