James Talbert
James Talbert is a registered investment advisor at Braxton Financial Group, LLC, based in Carrollton, TX, with 10 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.50% |
| $750K - $1.3M | 1.25% |
| $1.3M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Location
3410 Midcourt Rd, Suite 105, Carrollton, TX, 75006
Get directionsHistory
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 ActivitiesSells Insurance
James is a member of Sapient Insurance Agency and the sole owner of Safeguard Capital, LLC and Eckity Capital Markets, LLC, all of which are not investment-related. He spends a few hours per week on each of these activities.
Employment History
Current Registrations
Braxton Financial Group, LLC
Affordable Life Plans, LLC
Previous Registrations
Braxton Financial Group, LLC
Affordable Life Plans, LLC
State Registrations1 state
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.