James Mick is a CFA-designated registered investment advisor at Tortoise Capital Advisors, L.L.C., based in Overland Park, KS, 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 Investment Management. Their firm serves 344 clients with $8.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based upon the size of the account, relationship and/or the nature and level of services provided. Annual investment management fees for private funds generally range up to 0.75% of assets under management.
Fee Estimator
Location
5901 College Boulevard, Suite 400, Overland Park, KS, 66211-1861
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tortoise Capital Advisors, L.L.C.
State Registrations1 state
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