Advisor at Optivise Advisory Services LLC
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Firm
Optivise Advisory Services LLC
Location
Fayetteville, AR 72703
Credentials
Series 63, Series 66
Industry experience
19 years
James Skillings is a financial advisor with Optivise Advisory Services LLC in Fayetteville, Arkansas, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. His career includes roles at Ramsey Solutions, 401k Wealth Management, and Redhawk Wealth Advisors. In addition to his advisory work, he is the sole owner of Easycorals.com, a business focused on propagating and selling saltwater corals. Optivise Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm employs both internally developed model portfolios and third-party sub-advisors, offering discretionary and non-discretionary solutions supported by technology and comprehensive reporting tools.
Based on Optivise Advisory Services LLC
Based on Optivise Advisory Services LLC
Fixed fees up to $10,000 for broad-based financial planning services; potentially higher on case-by-case basis
$0+: Up to 1.80% annually (Non-Options-Based Account) $0+: Up to 1.95% annually (Options-Based Account)
Commissions on insurance products sold through affiliated insurance agency; commissions on physical gold and silver sales through designated third parties
Up to $200 per hour for specific financial planning services
Monthly recurring fee between $30 and $200 per account for employer-sponsored defined contribution plan services
Fee-only: Fixed fees up to $10,000 for financial planning services; hourly fees up to $200/hour for specific services; monthly recurring fees between $30 and $200 for employer-sponsored defined contribution plan advice
Mc Kee Center 2894 N Mc Kee Cir, Suite 115
Fayetteville, AR 72703
Arkansas · Oklahoma · Texas
Ramsey Solutions
2019 - Present (7 years)
401k Wealth Management
2019 - Present (7 years)
Optivise Advisory Services
2019 - Present (7 years)
401k Educate
2019 - Present (7 years)
Southeast Investments, N.C. Inc.
2018 - Present (8 years)
Redhawk Wealth Advisors, Inc.
2018 - 2019 (1 year)
Ramsey Solutions
2017 - 2019 (2 years)
Integrity Financial Services, LLC
2017 - 2019 (2 years)
Madison Avenue Securities, LLC
2017 - 2018 (1 year)
Pfs Investments Inc
2013 - 2017 (4 years)
Eazycorals.com
2013 - Present (13 years)
Cambridge SoundWorks
2013 - 2017 (4 years)
Primerica Financial services
2002 - 2017 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65, Series 66
Fayetteville, AR
SignalUp Wealth, LLC
Series 66
Fayetteville, AR
Holy City Prosperity, LLC
Series 66
Fayetteville, AR
Sovereign Capital LLC
Series 65
Fayetteville, AR
Cabana Asset Management
ChFC®, Series 63, Series 65
Sprindale, AR
Lafargue Financial Group, Inc.
CFP®
Springdale, AR
Lafargue Financial Group, Inc.
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