James Vandenheuvel
James Vandenheuvel is a registered investment advisor at Eversource Wealth Advisors, LLC, based in Jacksonville, FL, 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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 4,338 clients with $5.1B 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 $3.0M | 2.00% |
| $3M+ | 2.00% |
Fees are subject to negotiation and vary among advisors. Rates for assets over $3,000,000 are separately negotiated.
Fee Estimator
Location
6101 Gazebo Park North, Suite 105, Jacksonville, FL, 32257
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Employment History
Current Registrations
Eversource Wealth Advisors, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Metlife Securities INC.Broker
New England SecuritiesBroker
State Registrations2 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.
Exams
More Advisors
- Emmett Mankin, CFPEversource Wealth Advisors, LLC
- Jim Williams, CFAEversource Wealth Advisors, LLC
- Gregg Munn, CFPSax Wealth Advisors, LLC
- Donald Drummond, PFSFinancial Independence Advisors, LLC
- Matthew Cochran, CFAAtlantic Edge Private Wealth Management
- Michael Ellis, CFPMadden Advisory Services, INC.