James Wells is a registered investment advisor at Fsa Investment Group, LLC, based in Pensacola, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 64 clients with $710M 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 | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25M+ | 0.30% |
Fees may be discounted or waived based on various criteria.
Fee Estimator
Location
212 South Alcaniz Street, Pensacola, FL, 32502
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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 is a CPA and sole proprietor providing tax and consulting services, dedicating minimal time to this. He also has partial ownership in several LLCs related to real estate investments, a golf driving range, and an auto dealership, spending minimal time on each.
Employment History
Current Registrations
Fsa Investment Group, LLC
State Registrations1 state
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