James Belliston is a CFP-designated registered investment advisor at Andina Family Offices, based in Logan, UT, with 24 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, Investment Management, and 2 more. Their firm serves 582 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACM offers investment management services for a fee based on a percentage of your portfolio. The maximum annual fee is 2.00%, charged quarterly in advance. This fee covers both portfolio management and portfolio monitoring accounts, as well as affiliated funds, but excludes Andina Branded Funds. Cash or short-term investments within your portfolio are charged a lower fee of 0.20% annually. A minimum initial investment of $50,000 is generally required to open a managed account, but this may be waived. The fee does not include custodial fees or mutual fund expenses.
Location
1300 N 200 E, Suite 112, Logan, UT, 84341
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2013Employment Separation After Allegations
July 2005Other Business Activities
James is involved in several LLCs, including Andina Partners, Andina Research Partners, Blue Field Income I GP, K Fund Capital Management, and Mercatus Partners, primarily serving as a managing member or having ownership stakes related to private partnerships. He also acts as a consultant for Glenwood Events Center LLC.
Employment History
Current Registrations
Andina Family Offices
Previous Registrations
Andina Family Offices
Contango Capital Advisors, INC.
Knox Capital Advisors, LLC
The Capital Group Investment Advisors, LLC
M Holdings Securities, INC.
Lincoln Financial Advisors Corporation
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.