Advisor at Stephens Group Asset Management, LLC
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Location
Stilwelll, OK
Credentials
Series 63, Series 65
Industry experience
25 years
Clayton James is a financial advisor at Stephens Group Asset Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens Inc. from 2000 to 2019 before joining his current firm in 2019. Stephens Group Asset Management provides discretionary investment management and ERISA plan advisory services to individuals, retirement accounts, trusts, estates, charitable organizations, and corporations. The firm uses proprietary ETF model strategies and a fixed-income approach focused on duration management, managing approximately $1.41 billion in assets across four advisors.
Based on Stephens Group Asset Management, LLC
Based on Stephens Group Asset Management, LLC
$0 - $2,000,000: 0.60% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $20,000,000: 0.30% $20,000,001 - $30,000,000: 0.15% $30,000,001 - $40,000,000: 0.10% $40,000,001 - $50,000,000: 0.08% $50,000,001 - $100,000,000: 0.06%
$100 per hour for consulting services to employer plan sponsors
Stilwelll, OK
Arkansas · Oklahoma · Texas
Stephens Group Asset Management, LLC
2019 - Present (7 years)
Stephens Inc.
2000 - 2019 (19 years)
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