James Norland
James Norland is a registered investment advisor at Wellth Advisory Services, LLC, based in Urbandale, IA, 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, Retirement Planning. Their firm serves 2,383 clients with $24B 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 | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable. WELLth Advisory Services also uses LPL Financial's advisory programs, which have maximum fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
2900 100th Street Suite 106, Urbandale, IA, 50322
Get directionsHistory
Regulatory History (3)
Judgment / Lien
June 2015Judgment / Lien
May 2013Judgment / Lien
July 2012Other Business ActivitiesSells Insurance
James owns Norland, Inc., a consulting and insurance business, dedicating about 10-20% of his time to managing relationships between employers, claims payers, and stop-loss carriers. He also volunteers as a lifeguard/swim instructor, YMCA camp volunteer, and little league board member, and works full-time as a financial advisor at SRP Wealth.
Employment History
Current Registrations
Wellth Advisory Services, LLC
Previous Registrations
Global Retirement Partners LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Chelsea Financial ServicesBroker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations4 states
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.