James Pullen is a CFP-designated registered investment advisor at Hb Wealth, based in Alpharetta, GA, with 4 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, High Net Worth, Investment Management, and 2 more. Their firm serves 5,230 clients with $26B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
157 advisors
Number of Clients
5,230 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$25.9B
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Fees are negotiable. Legacy clients may pay different rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2475 Northwinds Parkway, Suite 100, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
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Criminal
January 2014Final Disposition
Employment History
Current Registrations
Hb Wealth
December 2021 - Present · 4 yrs 7 mos
State Registrations1 state
GA
Advisor
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
No exam information available for this advisor.