Advisor at McBryar Advisory Services, Inc.
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Location
Bay Minette, AL 36507
Credentials
Series 63
Industry experience
26 years
James Hollon is a financial advisor with McBryar Advisory Services, Inc. He holds a Series 63 designation and has 26 years of industry experience. He has been associated with McBryar Advisory Services since 2010 and is also president of J. R. Hollon & Associates, Inc., a company established to receive earnings from his advisory activities. McBryar Advisory Services provides personalized, fee-based investment management and financial planning to individuals, retirement plans, trusts, estates, and small businesses. The firm serves approximately 200 clients and emphasizes long-term, Modern Portfolio Theory-based asset allocation and strategic portfolio construction, often working with third-party managers in co-advisor arrangements.
Based on McBryar Advisory Services, Inc.
Fixed fees ranging from $500 - $5,000 for financial plans or consultations
0.25% - 1.2% annually (range depending on third-party manager and engagement, fees may be negotiable)
$100 - $300 per hour for consulting services
Fee-only: Financial planning and consulting services charged as fixed fees ranging from $500 - $5,000 or hourly fees ranging from $100 - $300 per hour
326 Courthouse Square
Bay Minette, AL 36507
Alabama
Mcbryar Advisory Services, Inc
2018 - Present (8 years)
McBryar Advisory Services, Inc.
2010 - 2018 (8 years)
J. R. Hollon & Associates, Inc.
1981 - Present (45 years)
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Accountant / CPA / tax prep
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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