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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Baxter Bell is an investment advisor representative at MAI Capital Management, LLC. James is registered with the state of Arkansas and Texas, with a total of two current registrations. James has worked at MAI Capital Management, LLC for several years and previously worked for Garrison Asset Management, LLC. James is a Chartered Financial Analyst and has over 25 years of experience in the financial industry. James specializes in investment advice, financial planning and pension consulting. James is committed to providing personalized investment advice and financial planning to individuals, families, and businesses. James' firm, MAI Capital Management, LLC is an investment advisory firm based in Cleveland, Ohio that manages approximately $19.7 billion in assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Due diligence/research
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of non-investment income
1
2
AR
01/03/2025 - Present
MAI Capital Management, LLC (Fayetteville AR)
IA
Issued 12/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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