James Blevins is a registered investment advisor at Soar Financial LLC, based in Knoxville, TN, 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, Investment Management, Retirement Planning. Their firm serves 209 clients with $28M 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 $25K | 2.00% |
| $25K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable based on various criteria.
Fee Estimator
Location
300 S Peters Road, Knoxville, TN, 37923
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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 the owner and a certified public accountant at Summit Accounting Services, LLC, dedicating full-time hours to accounting and tax services since 2020. He is also an agent for a credit card processing service through Summit Financial, Inc. and a property owner involved in real estate investing, dedicating minimal time to each. Additionally, James is a partner in B and T Developments LLP, a land development company for personal investment, spending a few hours per week during market hours.
Employment History
Current Registrations
Soar Financial LLC
State Registrations1 state
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