James Letson
Letson Investment Management · Atlanta, Georgia
James Letson is a fee-only financial advisor at Letson Investment Management in Atlanta, Georgia, who holds the PFS credential. James charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $1,000,000 or more).
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Who they serve
- Ultra high net worth
- Divorced individuals
Facts
| Firm | Letson Investment Management |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $296.3M across 105 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in GA · CRD 4643471 |
| Exams passed | Series 65 (2000) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.letsoninvest.com |
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Questions about James
Is James Letson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Letson Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James charges a percentage of assets.
How much does James charge?
According to Letson Investment Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Where is James Letson based?
James Letson is based in Atlanta, Georgia.
What credentials does James Letson hold?
James Letson holds the PFS credential.
Is James Letson registered with the SEC?
Yes. James Letson is registered as an investment adviser representative in GA (CRD 4643471), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Letson Investment Management manage?
Letson Investment Management reports $296.3M across 105 accounts in assets under management.
How do I contact James Letson?
Through James's website, www.letsoninvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Letson Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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