James Jenkins
James Jenkins is a registered investment advisor at Cherokee & Walker Management, based in Salt Lake City, UT, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 9 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cherokee & Walker charges a management fee of 2% per year on the net unreturned capital contributed to the Pooled Investment Vehicles (PIVs). They also charge a 20% performance fee on distributed profits exceeding operating expenses and management fees. These fees are deducted directly from each PIV on a monthly or quarterly basis. Cherokee & Walker can also charge the same fees for managing co-funded capital of substantial PIV investors.
Location
6440 South Wasatch Boulevard, Suite 200, Salt Lake City, UT, 84121
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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 involved in several businesses, including commercial construction, real estate development and property management, multi-family property acquisition, retail property acquisition, energy storage systems, and providing liability and property insurance. He spends about a quarter to half of his time on Rockworth Companies, LLC, and minimal to a few hours per week on the other ventures.
Employment History
Current Registrations
Cherokee & Walker Management
State Registrations2 states
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