James Holdge is a registered investment advisor at Belle Isle Advisors, based in Oklahoma City, OK. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable. Nonprofit clients may be charged a flat annual fee of 0.50%, and friends-and-family clients may be charged 0.25%.
Fee Estimator
Location
Oklahoma City, OK
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 →Employment History
Current Registrations
Belle Isle Advisors
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
More Advisors
- Jason Hughart, CFPFourpath Capital Management, LLC
- Robert Strauss, CFAOrleans Capital Management CORP
- James Oplotnik, CFPAccess Advisory Group LLC
- Randy Thurman, CFP, PFSRetirement Investment Advisors INC
- Larnce Hicks, ChFCNorthwestern Mutual Investment Services,llc
- Alisonn Best, CFPLPL Financial LLC