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Credentials
CFP®, Series 66
Experience Industry experience
20 years
Location
Salmon, ID 83467
Red Oak Capital Advisors
Independent
Total advisors
1Clients per advisor
19 TypicalAvg AUM per client
$537,919 TypicalHNW client ratio
0% LowJames Minor is a CFP®-certified financial advisor with 20 years of industry experience. He is the principal at Red Oak Capital Advisors in Salmon, Idaho, and has served as a partner at Ball & Minor CPA PA since 1998. Outside of financial advising, he is involved in real estate development and tax and accounting services through several related entities. Red Oak Capital Advisors provides investment management, financial planning, and consulting services to individuals, trusts, estates, and business entities. The firm employs a strategic asset allocation approach with customized portfolios that typically include bonds, ETFs, closed-end funds, and mutual funds, managing approximately $10.2 million in client assets.
Based on Red Oak Capital Advisors
Fixed management fees per quarter based on mutual agreement; fixed financial planning fees based on complexity
1.0% annually
$300 per hour
Account minimum: $100,000
Salmon, ID
1107 Main St
Salmon ID 83467
Advisors at this office
1
North Carolina
20 years of industry experience
Ball & Minor CPA PA
1998 - Present • 28 years
Fuquay-Varina, NC
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Accountant / CPA / tax prep
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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