James Price
Advisor at Dividends & More
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Troy, MT
Credentials
Series 63, Series 65
Industry experience
2 years
About
James Price is the sole advisor at Dividends & More in Troy, MT, holding Series 63 and Series 65 licenses with two years of industry experience. He has been associated with Dividends & More since 1995. Dividends & More provides discretionary portfolio management and ongoing account monitoring for a small client base of about two dozen households, managing approximately $20 million in assets. The firm uses fundamental analysis to select investments across various asset classes and maintains a hands-on approach with continuous portfolio monitoring and rebalancing, relying on a single custodian and not engaging in block-trade aggregation.
Fee options
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001+: 0.50% annually
Fee-only: Annual fee based on assets under management with tiered rates, no commissions or performance-based fees.
Location
Troy, MT
Most active in
James P has reported serving >5 clients in these states in the last 12 months.
Georgia · Montana
Work history
Dividends & More
1995 - Present (31 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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