James Vermillion is a registered investment advisor at Vermillion Private Wealth, based in Lexington, KY, with 8 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 42 clients with $14M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.90% |
Fees are negotiable. Client accounts within a household are aggregated for purposes of calculating the Investment Management Service fee.
Fee Estimator
Location
Lexington, KY
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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 a logistics consultant for Age International, a bourbon distributor, dedicating about a quarter of his time. He is also part owner of Wixology Candle Company and involved in two real estate investment groups, K&V Investment Group LLC and Haven Kentucky LLC, but spends no time on these activities.
Employment History
Current Registrations
Vermillion Private Wealth
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
State Registrations4 states
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