Advisor at Eclectic Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
James Moore is a CFP® professional with nine years of industry experience. He has been with Eclectic Associates, Inc. since 2013, working as part of a nine-advisor team. Eclectic Associates serves individuals, trusts and estates, retirement plans, charitable organizations, and businesses, providing discretionary portfolio management alongside financial planning and consulting. The firm employs a long-term, diversified investment approach using mutual funds and ETFs, managing over $1.2 billion in assets across roughly 1,000 client relationships.
Based on Eclectic Associates, Inc.
Fixed fee consulting ranges from $350 to $7,000 depending on project scope; negotiable
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
Consulting services hourly rate of $350
Account minimum: $400,000 Minimum fee: One-time setup charge up to $2,000 at account opening, sometimes negotiable or waived Fee-only: Advisory fees based on assets under management per tiered schedule; no commissions or bonuses accepted
Gunter, TX
California · Texas
Eclectic Associates
2016 - Present (10 years)
Eclectic Associates
2013 - 2016 (3 years)
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