James Mullins is a CFP-designated registered investment advisor at Piedmont Wealth Management, based in Culpeper, VA, with 15 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Piedmont Wealth Management generally charges 1% of the value of your investments annually. However, this fee is negotiable and may be higher or lower based on factors like the size of your account, complexity of your assets, and planning services provided. They may also provide investment management based on a fixed annual retainer that is negotiated.
Location
131 W. Davis Street, Culpeper, VA, 22701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Piedmont Wealth Management
Previous Registrations
Piedmont Wealth Management
State Registrations2 states
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