James
Plaster
Altamont Capital Management
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About this Advisor
James Plaster is a certified financial planner operating out of Asheville, North Carolina with 10 years of relevant experience. Plaster works at Altamont Capital Management. They have been employed by Altamont Capital Management for their entire career. Plaster holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Altamont Capital Management is a registered investment company that has its headquarters in Asheville, NC. It controls $242 million in assets under management between its 334 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 334 accounts, 21% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules vary depending on the financial services provided. However, fee types charged by Altamont Capital Management can be comprised of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Altamont Capital Management Brokerage Details
$241,900,000
2
334
$724,251
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
James Plaster Work History
James has been registered as a financial advisor for 10 years.*
Altamont Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Plaster to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Altamont Capital Management
Asheville, NC
Asheville, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
