James Skorheim
James Skorheim is a registered investment advisor at Skorheim Wealth Management, LLC, based in Laguna Hills, CA, 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 Charitable Giving, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 27 clients with $71M 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 $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $6.0M | 0.50% |
| $6.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are generally negotiable.
Fee Estimator
Location
25301 Cabot Road, Suite 210, Laguna Hills, CA, 92653
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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 the CFO and a CPA at Skorheim & Associates, AAC, a CPA firm, since 2006, dedicating nearly full-time hours to this role. His duties include managerial tasks as CFO and accounting-related client work, including business valuation.
Employment History
Current Registrations
Skorheim Wealth Management, LLC
Previous Registrations
Navigate Wealth Management LLC
State Registrations1 state
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