James Mcgrath is a CFP-designated registered investment advisor at Financial Strategies, INC, based in Dripping Springs, TX, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 11 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
Dripping Springs, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James provides tax planning and preparation services at the same address as his advisory business.
Employment History
Current Registrations
Financial Strategies, INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.