Advisor at AdvisorsTrust Partners LLC
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Firm
AdvisorsTrust Partners LLC
Location
Raleigh, NC 27615
Credentials
Series 66
Industry experience
13 years
James Castleman is a financial advisor at AdvisorsTrust Partners LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked as a consultant and at CoVest Asset Management. AdvisorsTrust Partners LLC provides discretionary portfolio management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental analysis, technical/charting, and cyclical methods to manage approximately $217 million in discretionary assets across a small client base, offering tailored investment management and standalone planning or consulting engagements.
Based on AdvisorsTrust Partners LLC
Financial planning fixed fees ranging from $2,000 to $20,000, payable upon completion.
$0 - $5,000,000: 2.25% $5,000,001 - $10,000,000: 2.00% >$10,000,001+: 1.75%
Supervised persons are registered representatives of a broker-dealer and may receive commissions from brokerage product sales.
$500 per hour for advisory services outside financial planning or investment management.
9121 Anson Way, Suite 200
Raleigh, NC 27615
Texas
AdvisorTrust Partners, LLC
2019 - Present (7 years)
Consultant
2018 - 2019 (1 year)
CoVest Asset Management
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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