James Rukstalis
James Rukstalis is a CFP, ChFC-designated registered investment advisor at Altura Wealth Advisors INC., based in Santa Clara, CA, with 9 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 400 clients with $170M 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 | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.75% |
Management Fees are generally negotiable.
Fee Estimator
Location
2005 De La Cruz Blvd #120, Santa Clara, CA, 95050
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 the president of Freedom Insurance Solutions DBA J.R. Financial & Insurance Services, dedicating nearly full-time hours to insurance sales. He also works as a loan officer and real estate agent for Googain Inc., spending a few hours per week on mortgage loan origination and real estate sales.
Employment History
Current Registrations
Altura Wealth Advisors INC.
Previous Registrations
Qualified Planning
Qualified Planning
State Registrations1 state
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