James Flick is a ChFC-designated registered investment advisor at Oakmonte Wealth Management, based in Orlando, FL, 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 Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 12 clients with $34M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
3700 S Conway Rd, Ste 212, Orlando, FL, 32812
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a lawyer for Flick Law Group, P.L. He also manages several companies including Florida Probates, P.L., Lifeboat Registered Agents, LLC, Lifeboat Trust Services LLC, Lifeboat Trust Advisers LLC, and Lifeboat Trust Protectors LLC, dedicating minimal time to each.
Employment History
Current Registrations
Oakmonte Wealth Management
State Registrations1 state
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