James Fowler
James Fowler is a registered investment advisor at Crestview Wealth Management, LLC, based in Rockwall, TX, with 1 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. Their firm serves 40 clients with $33M 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 $1.5M | 1.25% |
| $1.5M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable at Crestview Wealth Management's discretion.
Fee Estimator
Location
6540 Alliance Drive, Suite 120, Rockwall, TX, 75032
Get directionsHistory
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 works as an insurance agent selling various insurance products, dedicating about 10-20% of his time. He also serves as President of Vital Coaching, L.L.C., managing a rental cabin business with minimal time commitment.
Employment History
Current Registrations
Crestview Wealth Management, LLC
State Registrations1 state
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