Advisor at Jim Roberts Investment Advisors LLC
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.
Firm
Jim Roberts Investment Advisors LLC
Location
St. Joseph, MI 49085
Credentials
Series 66
Industry experience
20 years
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)
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.
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