James Kelly is a CFA-designated registered investment advisor at North Point Portfolio Managers Corporation, based in Orange Village, OH. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 276 clients with $770M 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 $1.0M | 0.90% |
| $1.0M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
First $1 million is applied at 1.0% on the first $500,000 and 0.8% on the next $500,000. Fees for relationships over $40 million are negotiable.
Fee Estimator
Location
100 Park Avenue, Suite 200, Orange Village, OH, 44122-8201
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 →Employment History
Current Registrations
North Point Portfolio Managers Corporation
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.
Exams
More Advisors
- David Mrosko, CFANorth Point Portfolio Managers Corporation
- Lindsey Cutright, CFPNorth Point Portfolio Managers Corporation
- Diane Stack, CFANorth Point Portfolio Managers Corporation
- Jeffrey Hertel, CFANorth Point Portfolio Managers Corporation
- Grace Mcbride, CFPCharles Schwab & CO., INC.
- Jae Jeong, CFPCharles Schwab & CO., INC.