James Fairchild
James Fairchild is a registered investment advisor at J. W. Cole Advisors, INC., based in Greencastle, IN, with 5 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B 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 | 3.00% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.
Fee Estimator
Location
101 East Washington Street, Greencastle, IN, 46135
Get directionsHistory
Regulatory History (1)
Financial
October 2018Other Business ActivitiesSells Insurance
James operates North Salem Wealth Strategies, providing financial advice and insurance services including retirement accounts, brokerage, annuities, life insurance, health insurance, Medicare, and income planning. He dedicates full-time hours to this, with about half his time focused on insurance services.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
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.
Exams
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