James Collins is a registered investment advisor at Fourth Dimension Wealth, LLC, based in Middleburg Heights, OH, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 591 clients with $280M in assets under management.
Compensation
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FDW provides ongoing investment management services based on your individual needs. Your portfolio may include stocks, bonds, ETFs, mutual funds, and cash. Accounts can be managed with or without FDW getting your approval before each trade. The maximum annual advisory fee is 2.5% of the managed account value. You will also pay transaction charges to the broker/dealer, not to FDW.
Location
16600 Sprague Rd, Suite 450, Middleburg Heights, OH, 44130
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James operates under several DBAs for his LPL and RIA businesses, serves as a Major in the Marine Corps Reserve, and owns rental real estate. He also works as a tax preparer and partner at Hill, Stonestreet & Company, and dedicates nearly full-time hours to Semper Fidelis Financial.
Employment History
Current Registrations
Fourth Dimension Wealth, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations8 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.