James Davenport
James Davenport is a registered investment advisor at Jt Stratford, LLC, based in Winston-Salem, NC, with 34 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,176 clients with $810M 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 $1000K | 1.35% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.74% |
| $50.0M - $100.0M | 0.68% |
| $100M+ | 0.68% |
Aggregate account balances are used for fee breakpoint calculations.
Fee Estimator
Location
505 Olive Street, Winston-Salem, NC, 27103
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2023Customer Dispute
June 2018Other Business ActivitiesSells Insurance
James is a partner/owner of CRD Properties, LLC, a rental property, spending minimal time on property management and bookkeeping. He is also a partner at Colhoun Robins Davenport & Co, LLC, focusing on insurance and employee benefits, which takes nearly full-time.
Employment History
Current Registrations
Jt Stratford, LLC
Previous Registrations
Silver Oak Securities, IncorporatedBroker
Colhoun, Robins, Davenport & CO., LLC
Triad Advisors LLCBroker
Ascend Financial Services, INC.Broker
State Registrations3 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.