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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 Joshua Stolze is an investment advisor representative with Fisher Investments. James Joshua Stolze has been in the industry since 2012. James Joshua Stolze is registered with the state of Washington and is active in the state of Iowa. James Joshua Stolze has passed the Series 65 exam. James Joshua Stolze specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. James Joshua Stolze also provides financial planning and portfolio assessment services. Fisher Investments is a registered investment advisor with approximately $298.73 billion in regulatory assets under management.
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.
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.
Portfolio assessment
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.
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.
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TX
05/19/2020 - Present
Fisher Investments (PLANO TX)
IA
Issued 05/18/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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