James Carr is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Tulsa, OK, with 14 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
2020 South Lewis Ave, Suite 100, Tulsa, OK, 74104-5757
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 owns and operates PC Leathers, making and selling small leather goods, dedicating about 10-20% of his time. He also works as a contractor for Varsity Tutors, providing tutoring for FINRA and CFP exams, spending a few hours per week on this activity.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations18 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.