James Boldt is a ChFC-designated registered investment advisor at Lexaurum Advisors, based in Lenexa, KS, with 27 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,230 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fee Estimator
Location
9732 Rosehill Road, Lenexa, KS, 66061
Get directionsHistory
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 Activities
James is a co-owner of DOCE Properties, LLC, where he collects rents, deals with tenants, and schedules maintenance and repairs. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Lexaurum Advisors
Previous Registrations
Allstate Financial Services, LLCBroker
Sunset Financial Services, INC.Broker
Country Capital Management CompanyBroker
Country Capital Management CompanyBroker
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.