James Webb is a CFP-designated registered investment advisor at Advisor Resource Council, based in Heath, TX, with 4 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 11,572 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisor Resource Council offers investment management services with fees based on a percentage of your portfolio. There are two fee schedules:
Wrap Fee Program:
- A flat 2.50% annual fee is charged on all assets under management.
Traditional Asset Management:
- A flat 2.25% annual fee is charged on all assets under management.
Fees are billed quarterly in advance. The firm also offers actively managed investment strategies, including AIQ Asset Allocation Models, AIQ SMA and UMA Strategies, and ARC Innovative Solutions, which are only available in the Wrap Fee Program.
Location
6760 Horizon Road, Suite 100, Heath, TX, 75088
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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.
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James is a producer for The Element Wild LLC, a video production business, dedicating minimal time. He is also a partner at Generations Financial Management, a Registered Investment Advisor DBA, spending nearly full-time hours providing financial planning and investment advisory services.
Employment History
Current Registrations
Advisor Resource Council
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.