James Skillings is a registered investment advisor at Optivise Advisory Services LLC, based in Fayetteville, AR, with 19 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,216 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optivise Advisory Services charges an annual fee based on a percentage of the value of your investments.
Maximum annual fee for accounts that do not use options: 1.80% Maximum annual fee for accounts that use options: 1.95%
Fees are negotiable and are billed monthly based on the average daily balance of your account. The fee is deducted directly from your account.
Location
McKee Center 2894 N McKee Cir, Suite 115, Fayetteville, AR, 72703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James owns Easycorals.com, propagating and selling saltwater corals, dedicating minimal time to it. He also owns an investment-related 401k business (full-time), is an investment advisor representative with Optivise Advisory Services, LLC (nearly full-time), a SmartVestor Pro with Ramsey Solutions (about half his time), and owns a financial planning DBA (about half his time).
Employment History
Current Registrations
Optivise Advisory Services LLC
Southeast Investments, N.c., INC.Broker
Southeast Investments, N.c., INC.
Previous Registrations
Optivise Advisory Services LLC
Redhawk Wealth Advisors, INC.
Redhawk Wealth Advisors, INC.
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
PFS Investments INC.Broker
LPL Financial LLCBroker
PFS Investments INC.Broker
State Registrations12 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.