JH
JH

James Hall

8 Years of Experience
Celebration, FL

James Hall is a registered investment advisor at Black Raven Investments, LLC, based in Celebration, FL, 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 Investment Management. Their firm serves 9 clients with $21M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$20.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1420 Celebration Blvd, Suite 200, Celebration, FL, 34747

Get directions

History

Regulatory History
Clean regulatory record

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 serves as trustee for three irrevocable trusts, which are also clients of Black Raven Investments, LLC. He also owns a small consulting firm, Hidden Solutions, LLC, which exists to sell two issued patents.

Employment History
Current Registrations
Black Raven Investments, LLC
October 2017 - Present · 8 yrs 7 mos
State Registrations2 states
FLTX
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.