James Slagle
James Slagle is a CFP-designated registered investment advisor at Rather & Kittrell, INC., based in Knoxville, TN, with 13 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,133 clients with $1.9B 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees negotiable for amounts over $25,000,000. RKI may adjust a client's fee related to cash holdings in a portfolio.
Fee Estimator
Location
11905 Kingston Pike, Knoxville, TN, 37934
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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 ActivitiesSells Insurance
James is a board member for Trinity Health Foundation, dedicating a few hours per week to the Finance Committee. He also works as an insurance agent, but spends minimal time on this activity.
Employment History
Current Registrations
Rather & Kittrell, INC.
Previous Registrations
Securities Service Network, INC.Broker
State Registrations2 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.