Jim Roberts Investment Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,925,422
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
144
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
144
Average account size
$263,371
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
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)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Jim Roberts Investment Advisors LLC
515 Ship St., Suite 211
St. Joseph MI 49085, United States
Number of offices
1
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")