James Thomas is a registered investment advisor at Ntv Asset Management, LLC, based in Charleston, WV, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 347 clients with $960M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for accounts over $20,000,000. Fixed income services have a different fee schedule: 0.30% on the first $5M, 0.20% on the next $5M, and negotiable over $10M. A recommended minimum of $1,000,000 of assets under management is required for this service. This account size may be negotiable under certain circumstances.
Fee Estimator
Location
170 Summers Street, Suite 200, Charleston, WV, 25301-1800
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ntv Asset Management, LLC
State Registrations1 state
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