James Dance is a registered investment advisor at Havenshare Financial, LLC, based in Dallas, TX, with 12 years of industry experience. 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 7 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Havenshare Financial does not have a set fee schedule. Instead, fees are determined based on the unique needs of each client and the services they require. Havenshare Financial generally charges a monthly retainer, which is negotiable and can range from $2,500 to $25,000 depending on the complexity of the engagement and the time required.
Location
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Havenshare Financial, LLC
State Registrations1 state
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