James Eugene Holmes III
Investment Adviser Representative at THREE MAGNOLIAS FINANCIAL ADVISORS
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Schwab - First $2,500,000 | 1.50% |
| Schwab - Next $2,500,000 | 1.25% |
| Schwab - Balance above $5,000,000 | 1.00% |
| Sub-Advisor - First $2,500,000 | 2.00% |
| Sub-Advisor - Next $2,500,000 | 1.75% |
| Sub-Advisor - Balance above $5,000,000 | 1.50% |
Firm-stated minimum; may be waived at the firm's discretion.
Three Magnolias Financial Advisors Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at THREE MAGNOLIAS FINANCIAL ADVISORS
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