James Artale
James Artale is a registered investment advisor at Emvision Capital Advisors, LLC, based in Aurora, OH, with 7 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 429 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EmVision Capital Advisors charges an annual percentage fee based on the value of your investments. The exact fee is negotiated with each client. Some clients may have a minimum quarterly fee or flat fee structures not based on the value of their investments.
Location
251 W. Garfield Rd, Ste 155, Aurora, OH, 44202
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 sells fixed insurance products, dedicating about 10% of his time to this activity. He is also a co-owner of M&D Financial Enterprises, Inc., DBA EmVision Capital Advisors, spending all of his time on this investment-related business.
Employment History
Current Registrations
Emvision Capital Advisors, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Emvision Capital Advisors, LLC
Stratos Wealth Partners, LTD
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.