James Carlson is a registered investment advisor at Kinwell LLC, based in Charleston, SC, 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 134 clients with $190M 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 $2.0M | 0.90% |
| $2.0M - $5.0M | 0.68% |
| $5M+ | 0.50% |
Fees are generally negotiable. Business entity accounts invested in money market instruments and low-duration bonds are subject to an annual management fee of 0.45%.
Fee Estimator
Location
1630 Meeting St, Suite 203, Charleston, SC, 29405
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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 Activities
James holds stock shares in Questis, Inc., a financial wellness software platform, and serves as an Independent Trustee for Modern Capital Funds Trust. He dedicates minimal time to Questis and a few hours per week to his trustee role.
Employment History
Current Registrations
Kinwell LLC
Previous Registrations
Questis
State Registrations6 states
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