Advisor at Jim Roberts Investment Advisors LLC
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Firm
Jim Roberts Investment Advisors LLC
Location
St. Joseph, MI 49085
Credentials
Series 66
Industry experience
20 years
James Roberts is the principal of Jim Roberts Investment Advisors LLC in St. Joseph, Michigan, with 20 years of industry experience. He holds a Series 66 designation and has worked at Centennial Securities Co., LLC since 2005. Outside of his advisory practice, Roberts is involved in real estate consulting through Jim Roberts Enterprises and serves as a 50% owner and CFO of Lake Company LLC, a commercial real estate venture. Jim Roberts Investment Advisors LLC provides investment management, financial planning, and consulting services to individuals, businesses, trusts, estates, retirement plan sponsors and participants, as well as foundations and charitable organizations. The firm uses a combination of fundamental and technical analysis along with asset allocation software to build portfolios tailored to clients’ risk and return profiles, and also offers pension consulting and defined contribution plan advisory services.
Based on Jim Roberts Investment Advisors LLC
Based on Jim Roberts Investment Advisors LLC
Standard fixed project fee for comprehensive financial planning is $2,000, negotiable based on scope and complexity
$0 - $250,000: 0.75% - 2.75% $250,001 - $1,000,000: 0.60% - 2.35% $1,000,001+: 0.40% - 1.90%
Hourly fees range from $100 to $300 for professional staff and $50 to $100 for administrative staff; standard hourly fees vary by experience level $100 - $300
Account minimum: $50,000 Fee-only: Financial planning and consulting fees charged hourly ($100 - $300/hour) or fixed project fee (standard $2,000)
515 Ship St., Suite 211
St. Joseph, MI 49085
Michigan
Centennial Securities Co., LLC
2005 - Present (21 years)
Jim Roberts Enterprises
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 63, Series 65
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Personal Financial Advice & Insights, LLC
Series 63, Series 65
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Northpointe Investment Advisory, LLC
Series 65
St. Joseph, MI
Blue Iguana Financial, LLC
Series 65
Saint Joseph, MI
Leonard Advisory Group LLC
Series 65
St Joseph, MI
Hartwell & Company
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