James Robbins
James Robbins is a CFP-designated registered investment advisor at Robbins Wealth Management, based in Erie, PA, with 35 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 138 clients with $220M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Fees are negotiable only on rare occasions. Legacy clients may operate under a different fee schedule.
Fee Estimator
Location
3939 West Ridge Road Suite C2, Erie, PA, 16506
Get directionsHistory
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 ActivitiesSells Insurance
James is the owner of Robbins Financial Services and receives insurance renewals from prior insurance sales. He is no longer insurance licensed and spends no time on this during normal work hours.
Employment History
Current Registrations
Robbins Wealth Management
State Registrations3 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.