James Mars is a CFP-designated registered investment advisor at Balefire, LLC, based in Dallas, TX, with 39 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 2 more. Their firm serves 2,524 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Balefire offers ongoing investment management services based on your individual goals, objectives, time horizon, and risk tolerance. Balefire seeks to design investment strategies utilizing your current financial situation to construct a portfolio designed to match your investment goals. Fees for investment management are calculated as a percentage of the value of your portfolio, including cash, and are collected in advance each quarter.
Location
14221 Dallas Parkway, Suite 100, Dallas, TX, 75254
Get directionsHistory
Regulatory History (2)
Civil Bond
November 1998Customer Dispute
August 1997Other Business ActivitiesSells Insurance
James is the CEO of Fuse Partners, LLC DBA VisonPoint Advisory Group, dedicating full-time hours to this role. He also owns James Marshall LLC for personal expenses and spends minimal time on it, and sells fixed insurance products through Fixed Insurance and Lion Street Insurance, spending a few hours per week on each.
Employment History
Current Registrations
Balefire, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLC
LPL Financial LLCBroker
Fuse Partners, LLC
Securian Financial Services, INC.
Cauldwell Financial Group INC
Securian Financial Services, INC.Broker
Vsr Financial Services, INC.Broker
State Registrations1 state
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.