James Carr
James Carr is a CFP-designated registered investment advisor at Wealth Enhancement Advisory Services, LLC, based in Jacksonville, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 70,834 clients with $95B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Enhancement Advisory Services (WEAS) charges a percentage of your portfolio each year for investment management. The exact fee is negotiable and depends on the complexity of the services, but it will not exceed 2% per year of the value of your portfolio. WEAS may waive or discount fees for employees or relatives of employees of Wealth Enhancement Group, LLC. WEAS may also engage separate management firms to assist in managing your assets. These firms charge a fee for their services, which are in addition to WEAS’ advisory fees.
Location
10751 Deerwood Park Blvd, Suite 302, Jacksonville, FL, 32256
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2003Other Business Activities
James uses Retirement Strategies Inc. as a business entity for tax and investment purposes. He is also a trustee for the Richard J O'Neill Family Trust and Florence O'Neill Revocable Trust, spending minimal time on this activity, and is a non-compensated board member for Global Jax and the Firehouse Subs safety foundation.
Employment History
Current Registrations
Wealth Enhancement Advisory Services, LLC
Previous Registrations
Retirement Strategies, INC.
Purshe Kaplan Sterling InvestmentsBroker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Fsc Securities CorporationBroker
Princor Financial Services CorporationBroker
Keogler, Morgan & Company, 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.