James Financial Advisors

AdvisorTrust Partners, LLC, operating as James Financial Advisors, is a registered investment adviser based in Raleigh, NC, established in May 2019 by James F. Castleman, Jr. The firm offers investment advisory services tailored to individual client needs, focusing on portfolio management and financial planning. Clients can expect continuous monitoring of their accounts based on stated objectives, risk tolerance, and time horizon. Investment strategies may include passive and active asset management, with a mix of long-term and short-term trading. The firm charges fees based on a tiered structure linked to assets under management, ranging from 2% for up to $5 million to 1.50% for over $10 million. Clients have the option to pay fees directly or have them deducted from their accounts monthly. James Financial Advisors does not offer wrap fee programs and does not charge performance-based fees. The firm acts as a fiduciary, putting clients' interests first and does not have any disciplinary events to report. Clients have access to online account information and receive quarterly custodian reports. The firm does not vote proxies on behalf of clients and does not have any financial conditions that may impact client commitments. James Castleman, the Managing Member, has extensive experience in financial advisory services since 1993, with an MBA from Wake Forest University and a BA from St. Lawrence University.