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James Thomas

Advisor at NTV Asset Management, LLC

Updated today
NTV Asset Management, LLC logo

Firm

NTV Asset Management, LLC

Location

Charleston, WV 25301-1800

Credentials

Series 65

Industry experience

24 years

About

James Thomas is a Series 65 licensed financial advisor with 24 years of industry experience. He has been with NTV Asset Management, LLC since 2000. NTV Asset Management provides continuous portfolio management and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a range of analytical techniques and manages nearly $1 billion in assets with a team of five advisors, focusing on larger, concentrated client relationships and utilizing less-common investment vehicles.

Client services

Based on NTV Asset Management, LLC

Financial planning Portfolio management

Expertise

Based on NTV Asset Management, LLC

Wealth management Real estate investing

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.40%

Other

Account minimum: $1,000,000

Location

170 Summers Street, Suite 200

Charleston, WV 25301-1800

Most active in

West Virginia

Work history

NTV Asset Management, LLC

2000 - Present (26 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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