James Leffler is a registered investment advisor at Pmv Capital Advisers, LLC, based in Dallas, 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 Investment Management, Retirement Planning. Their firm serves 82 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees vary between 0.0% and 2.0% and are negotiated on an individual basis depending on facts, circumstances, and assets managed. Some client assets may be excluded from the fee calculation as specified in writing.
Fee Estimator
Location
15660 Dallas Pkwy, Suite 1250, Dallas, TX, 75248-3335
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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.
Learn about disclosures →Employment History
Current Registrations
Pmv Capital Advisers, LLC
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.
Exams
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