James Vertich
James Vertich is a CFP-designated registered investment advisor at Uhler Vertich White Advisors, based in Fort Myers, FL, with 36 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 303 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is for the IMPAC and Ambassador programs. All fees are subject to negotiation. UVWA typically requires compensation of at least $10,000 per year.
Fee Estimator
Location
1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, FL, 33919-1068
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 1998Other Business Activities
James is the President of the Southwest Florida Symphony Endowment Foundation and an owner/proprietor of Uhler Vertich White Advisors, LLC, where he is a primary advisor to clients and handles business management, taking about half of his time. He is also an owner of two support companies, Uhler Vertich White Advisors, LLC and Uhler, Vertich, White, LLC, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Uhler Vertich White Advisors
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations36 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.