James Harvey
James Harvey is a CFP-designated registered investment advisor at Integrity First Financial Planning LLC, based in Colorado Springs, CO, with 5 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, Gen X, High Net Worth, Investment Management, and 2 more. Their firm serves 14 clients with $15M 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 | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.30% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
Colorado Springs, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a Certified Public Accountant (CPA) but is not associated with an accounting firm. He does not provide accounting or tax preparation services, nor does he have physical custody of any accounts.
Employment History
Current Registrations
Integrity First Financial Planning LLC
State Registrations1 state
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