JC
JC

James Crank

22 Years of Experience
Dallas, TX

James Crank is a registered investment advisor at J C Texas Investment Advisors, LTD., based in Dallas, TX, with 22 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 52 clients with $93M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
52 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$93.4M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees may be decreased based upon other factors concerning the account, at the sole discretion of JCTIA.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8111 Preston Road, Suite 420, Dallas, TX, 75225-6315

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

James is the managing partner of JC Texas Investment Advisors, Ltd., where he spends about 60% of his time managing equity and fixed-income portfolios. He also has ownership or management roles in several other entities, including J C Advisors, LLC, J C Properties, Ltd., AMG Asset Advisors, Ltd, J C Associates, Inc., Preston Floyd Realty, Inc., and Goliad Partnership, as well as serving as co-trustee for several trusts.

Employment History
Current Registrations
J C Texas Investment Advisors, LTD.
January 2004 - Present · 22 yrs 4 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.