James Leffler is a registered investment advisor at Pmv Capital Advisers, LLC, based in Dallas, TX, with 3 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 48 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PMV Capital Advisers charges an annual fee based on a percentage of the assets they manage. The specific fee is based on the client's circumstances, the assets managed, and the services provided, and is negotiated individually. The annual fee varies between 0.0% and 2.0%. Some client assets may not incur an annual fee if listed in writing in the client's agreement. The fee is calculated monthly, in arrears, based on the market value of the assets on the last trading day of the previous month.
Location
15660 Dallas Pkwy, Suite 1250, Dallas, TX, 75248-3335
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pmv Capital Advisers, LLC
State Registrations1 state
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