James Porea
James Porea is a registered investment advisor at Venture Visionary Partners LLC, based in Sylvania, OH, with 42 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,560 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Venture Visionary Partners' annual fee for investment management will not exceed 1.50% of the value of your portfolio. The specific fee depends on the amount you invest, the complexity of services, and the level of administration required. Fees are billed quarterly in advance, and adjustments are made for large deposits or withdrawals. The fee is negotiable.
Location
5520 Monroe Street, Suite B, Sylvania, OH, 43560
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a licensed independent insurance agent since 1991, dealing with variable, life, accident, and health insurance products.
Employment History
Current Registrations
Venture Visionary Partners LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Prudential Securities IncorporatedBroker
Mcdonald & Company Securities, INC.Broker
Butler, Wick & CO., INC.Broker
Butler, Wick & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.