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James M Flick

Oakmonte Wealth Management

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About James M Flick

James M Flick is an investment advisor representative at Oakmonte Wealth Management. James is registered with the state of Florida and holds the Series 65 license. James is also a practicing estate planning attorney, a realtor, and a manager for several businesses, including Florida Probates, P.L., Lifeboat Trust Services LLC, Lifeboat Trust Advisers LLC, and Lifeboat Trust Protectors LLC. James has been a practicing attorney since June 2011.

Firm Information

James Flick is currently registered with Oakmonte Wealth Management. Oakmonte Wealth Management is an investment advisor based in California. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They manage approximately $27.34 million in assets for 31 clients. The firm is a registered investment advisor and offers a wrap fee program.

$27.34M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Flick’s Registration & Firm History

FL

12/06/2019 - Present

Oakmonte Wealth Management (ORLANDO FL)

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Licenses & Designations

IA

Issued 08/31/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James M Flick.
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