James Karel is a registered investment advisor at Peterson Investment Management INC, based in Spokane, WA, with 14 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 69 clients with $100M 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 $500K | 1.00% |
| $500K - $1.5M | 0.75% |
| $1.5M - $2.5M | 0.50% |
| $2.5M+ | 0.38% |
Fees are not negotiable. 501(c)(3) charitable organizations receive a 30% discount.
Fee Estimator
Location
203 N Washington St, Suite 200Q, Spokane, WA, 99201
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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
Peterson Investment Management INC
Karel Capital, INC.
Previous Registrations
Silicon Valley Wealth Advisors, LLC
Silicon Valley Wealth Advisors, LLC
Karel Capital, INC.
State Registrations2 states
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.