JH
JH

James Hunt

6 Years of Experience
Greenville, SC

James Hunt is a registered investment advisor at Primetrust Advisors LLC, based in Greenville, SC, with 6 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, Investment Management. Their firm serves 30 clients with $390M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
30 clients
Average Client Portfolio
$13.1M average
Assets Under Management
$394.5M

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200KIncluded
$200K+1.00%

Less than $200,000: $2000 minimum fee. Fees may be negotiable.

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

850 S Pleasantburg Dr, Suite 101, Greenville, SC, 29607

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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.

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Other Business Activities

James is the owner of Jimmy Dogs GVL LLC, an LLC that is not currently operating, since 2018. He dedicates minimal time to this non-investment related business.

Employment History
Current Registrations
Primetrust Advisors LLC
August 2019 - Present · 6 yrs 9 mos
State Registrations1 state
SC
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.
James Hunt - Financial Advisor | TrueAdvisor