James Baxter
James Baxter is a registered investment advisor at Zero Day Capital Enterprises LLC, based in Byron, GA, with 2 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 8 more. Their firm serves 131 clients with $31M 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 | 2.50% |
Annual advisory fee is up to 2.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
Byron, GA
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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 →Other Business ActivitiesSells Insurance
James is an independent insurance agent for various independent insurance companies, dedicating a few hours per week to this role. He is also an advisory representative of an RIA, CIRA, committing full-time hours, and a W2 employee of the GA National Guard, spending about 10-20% of his time there.
Employment History
Current Registrations
Zero Day Capital Enterprises LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
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.