James Dickerson is a registered investment advisor at Fmsa, based in Delray Beach, FL, 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 Investment Management. Their firm serves 1,291 clients with $220M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,291 clients
Average Client Portfolio
$168K average
Assets Under Management
$216.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 1.98% |
| $250K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable for accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Delray Beach, FL
Get directionsHistory
Regulatory History (5)
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Financial
November 2017Final
Financial
October 2017Final
Financial
April 2017Final
Financial
September 2016Final
Financial
April 2016Final
Employment History
Current Registrations
Fmsa
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Allstate Financial Services, LLCBroker
December 2018 - March 2025 · 6 yrs 3 mos
Royal Alliance Associates, INC.Broker
April 2017 - December 2018 · 1 yr 8 mos
N.I.S. Financial Services, INC.Broker
December 2011 - March 2017 · 5 yrs 3 mos
State Registrations2 states
LATX
Advisor
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.
Exams
No exam information available for this advisor.