James Churchill is a registered investment advisor at Consortium Private Wealth LLC, based in Slidell, LA, with 10 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 10 clients with $650K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Consortium Private Wealth offers asset management services where they create and manage investment portfolios for clients. The annual fee will not exceed 2.00%, billed quarterly in advance. For clients utilizing third party managers, the maximum annual fee will not exceed 3.00%, which includes Consortium Private Wealth's fee of up to 2.00% and the third party manager's fee of up to 1.00%. Fees are negotiable.
Location
1000 Caruso Blvd, Ste 425, Slidell, LA, 70461
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Consortium Private Wealth LLC
Previous Registrations
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
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.